Scheduled Lead Reports email your clients a beautiful, branded snapshot of the leads you delivered — automatically, on the schedule you choose. The report is the email (no attachment to open), and every recipient gets a one-click link to a live, no-login version.
Scheduled Lead Reports are available on the Agency plan. On other plans, opening the page shows a preview of the feature with an option to upgrade.
You'll find them in the Agency area: open the workspace switcher at the top of the left sidebar, choose Lead Overview under Agency, then click Scheduled Reports in the sidebar.
Every report leads with the numbers clients care about and shows the value you add:
Headline — valid leads (calls + web forms), with the change vs the previous period
Spam-filtered line — e.g. "47 real leads · 15 spam filtered", so clients see what you kept out
Goal pacing — a progress bar toward the quota you set, with an on-track / at-risk / behind status
Top sources — where the leads came from (monthly digest only)
A call-to-action button — takes the client to their full report
Your branding — logo, colours, and sender address on the White Label plan
Quotas and pacing come straight from Lead Overview — set a campaign's quota once and it drives both the dashboard and the report.
Choose the style that fits the cadence:
Weekly Pulse
Lean and at-a-glance: the headline number, key figures, spam line, and goal pacing
A quick weekly check-in
Monthly Digest
The full report — everything in the pulse plus the top-source breakdown
A monthly or quarterly wrap-up
Scope — report on a single campaign or a whole client (workspace)
Select the campaign or client
Sections to include — tick the blocks each client should see (spam line, goal pacing, top sources, revenue); untick anything a particular client shouldn't
Cadence — Daily, Weekly, Monthly, or Quarterly
Day — pick the day of the week (weekly) or day of the month (monthly / quarterly)
Send at — the hour to send
Timezone — defaults to the selected campaign's timezone so the report lands at the right local time
Reports always cover the just-completed period — a Monday weekly report summarises last week, a monthly report on the 1st summarises last month.
Client email addresses — type an address and press Enter to add it. Recipients don't need a Ring Tonic account.
Team members by role — optionally tick Admins, Managers, Clients, or Members to include them too
Call-to-action link — where the report button points:
Auto
The campaign's share page if sharing is on, otherwise the no-login report
Campaign share page
The live shared analytics page
Their login
The client's Ring Tonic dashboard
No button
Omits the button entirely
When editing a report you'll see a live preview of exactly what recipients will get. Click Send test to me to email the report to your own address first.
Every report includes a link to a live, read-only version the client can open in a browser — no login, no account. It's a fixed snapshot of the period the email covered, so the link always matches the numbers the client received.
This is a great fit for forwarding to stakeholders who don't have access to your dashboard.
On the White Label plan, reports are sent with your agency's logo, colours, sender name, and (when configured) your own sending domain — so the whole experience looks like it came from you.
Without white-label configured, reports are sent from Ring Tonic's own authenticated address with your workspace name, which keeps deliverability high.
From the Scheduled Reports list you can:
Edit
Change the schedule, recipients, scope, or sections
Pause / Activate
Stop or resume sending without deleting the report
Delete
Remove the report permanently
The list also shows each report's cadence, recipient count, and status at a glance.
Every email includes an unsubscribe link in the footer. If a recipient unsubscribes, they're removed from that report's future sends automatically — no action needed from you.
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