Scheduled reports
Email a saved view as a CSV every week or month.
Optional
Off until an owner turns it on in Settings, Features. It is on every plan.
Choose Accounts, Win-back or Team scorecard, weekly or monthly, and who receives it. A view whose own feature is turned off is not offered and not sent.
- Where
- On Insights.
- Who
- Owners and managers schedule; recipients must be people in your company.