> For the complete documentation index, see [llms.txt](https://help.ringtonic.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.ringtonic.app/guides/scheduled-reports.md).

# Scheduled Lead Reports

<figure><img src="/files/mOgdPjLHigAjoLcQsNbZ" alt=""><figcaption><p>A branded lead report email delivered automatically to a client</p></figcaption></figure>

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.

{% hint style="info" %}
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.
{% endhint %}

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.

***

### What's In a Report

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](/guides/white-label.md) plan

{% hint style="info" %}
Quotas and pacing come straight from [Lead Overview](/guides/lead-overview.md) — set a campaign's quota once and it drives both the dashboard and the report.
{% endhint %}

***

### Weekly Pulse vs Monthly Digest

Choose the style that fits the cadence:

| Email style        | What's included                                                                    | Best for                       |
| ------------------ | ---------------------------------------------------------------------------------- | ------------------------------ |
| **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 |

***

### Creating a Scheduled Report

{% stepper %}
{% step %}

#### Start a new report

Go to **Agency → Scheduled Reports** and click **New report**.

<figure><img src="/files/oaKyORoOevcHlPrvALjJ" alt="" width="563"><figcaption><p>The New Scheduled Report form.</p></figcaption></figure>
{% endstep %}

{% step %}

#### Basics

* Give the report a **name** (for your reference)
* Choose the **email style** — Weekly Pulse or Monthly Digest
* Leave it **Active** to send on schedule, or pause it anytime
  {% endstep %}

{% step %}

#### What to report

* **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

<figure><img src="/files/6hOXEb9YlVTqRESVMd8t" alt="" width="563"><figcaption><p>Choosing the report scope and which sections to include</p></figcaption></figure>
{% endstep %}

{% step %}

#### When to send

* **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

{% hint style="info" %}
Reports always cover the **just-completed** period — a Monday weekly report summarises last week, a monthly report on the 1st summarises last month.
{% endhint %}
{% endstep %}

{% step %}

#### Who receives it

* **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:

| CTA option              | Where it links                                                            |
| ----------------------- | ------------------------------------------------------------------------- |
| **Auto**                | The campaign's share page if sharing is on, otherwise the no-login report |
| **Campaign share page** | The live [shared analytics](/guides/share-campaign.md) page               |
| **Their login**         | The client's Ring Tonic dashboard                                         |
| **No button**           | Omits the button entirely                                                 |
| {% endstep %}           |                                                                           |

{% step %}

#### Save

Click **Create report**. It will now send automatically on the schedule you set.
{% endstep %}
{% endstepper %}

***

### Preview & Test Send

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.

<figure><img src="/files/gqgk88qlN5mcHFL7t4lQ" alt=""><figcaption><p>Live email preview with the Send test to me button</p></figcaption></figure>

***

### The No-Login Report Link

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.

{% hint style="success" %}
This is a great fit for forwarding to stakeholders who don't have access to your dashboard.
{% endhint %}

***

### Your Branding

On the [White Label](/guides/white-label.md) 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.

***

### Managing Reports

From the **Scheduled Reports** list you can:

| Action               | What It Does                                        |
| -------------------- | --------------------------------------------------- |
| **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.

***

### Unsubscribing

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.

***

{% content-ref url="/pages/ckGB7dvFdyXkgLzaaMGq" %}
[Lead Overview](/guides/lead-overview.md)
{% endcontent-ref %}

{% content-ref url="/pages/gBorBBHg8RUiXvpYLWJX" %}
[Share Campaign](/guides/share-campaign.md)
{% endcontent-ref %}

{% content-ref url="/pages/jNFcObwrBOLsnnA8pt2p" %}
[White Label](/guides/white-label.md)
{% endcontent-ref %}