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How to Send a Scheduled Report

Benjamin Zeitz avatar
Written by Benjamin Zeitz
Updated over 3 weeks ago

Often, Sweep will want to send a salesforce report on a scheduled cadence to themselves or their colleagues. Sweep enables you to schedule a report to users.

In order to do so, follow the below steps:

  1. From sweep click “Build”

  2. Click “Alerts”

3. Click “Scheduled reports”

4. Build your automation - choose a timeframe and a relevant report to send.

5. Customize the message text

6. Deploy

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