{"id":156,"date":"2022-10-13T18:34:47","date_gmt":"2022-10-13T18:34:47","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=156"},"modified":"2022-12-19T14:01:06","modified_gmt":"2022-12-19T14:01:06","slug":"how-do-i-schedule-reports","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/13\/how-do-i-schedule-reports\/","title":{"rendered":"How Do I Schedule Reports?"},"content":{"rendered":"\n<div class=\"wp-block-fv-player-gutenberg-basic\"><div id=\"wpfp_e90b9aeabe7f9346879cd5dafdbe70ce\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2022\\\/10\\\/WPP-Schedule-Reports2.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;20&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/13\/how-do-i-schedule-reports\/fvp-20\/\" style=\"position:relative; max-width: 1918px; max-height: 1080px; \" data-ratio=\"0.5631\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 56.31%\"><\/div>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F13%2Fhow-do-i-schedule-reports%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F13%2Fhow-do-i-schedule-reports%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F13%2Fhow-do-i-schedule-reports%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/13\/how-do-i-schedule-reports\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p>The Wholesale Parts Pro CRM gives you the ability to schedule out customer reports on a specific time basis along with a few other features that make receiving customer reports much easier and more efficient. <\/p>\n\n\n\n<p><strong>Bookmarking Reports <\/strong><\/p>\n\n\n\n<p>Use the bookmark icon located to the top right of each report that you generate. Bookmarking this report will save down your customer search and allow you to pull that report at the click of a button for future reference.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-4.png\" alt=\"\" class=\"wp-image-158\" width=\"866\" height=\"518\" \/><\/figure>\n\n\n\n<p><strong>Report Scheduling<\/strong><\/p>\n\n\n\n<p>Schedule out reports with a specific time frequency, add email recipients to each report as well as enable\/able whenever you se necessary. Use the report overview to name the report and give a brief description of what the report represents. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-5.png\" alt=\"\" class=\"wp-image-159\" width=\"870\" height=\"510\" \/><\/figure>\n\n\n\n<p><strong>Manage Scheduled Reports<\/strong><\/p>\n\n\n\n<p>View the Manage Scheduled Reports screen to edit or delete any existing customer report. You can also add a new report from the reports library as well as manage email recipients from this screen. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-6.png\" alt=\"\" class=\"wp-image-160\" width=\"869\" height=\"514\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>If you have any further questions and can&#8217;t find an answer, please reach out to wpp@wholespartscrm.com.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-7.png\" alt=\"\" class=\"wp-image-161\" width=\"864\" height=\"484\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The Wholesale Parts Pro CRM gives you the ability to schedule out customer reports on a specific time basis along with a few other features [&#8230;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/156"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=156"}],"version-history":[{"count":1,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/156\/revisions"}],"predecessor-version":[{"id":162,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/156\/revisions\/162"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=156"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=156"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}