Scheduling and Receiving Automated Reports in SuiteCRM

I’ll show you how to set up SuiteCRM to send you scheduled reports automatically.

Want to get more out of SuiteAcademy?

Become a member and get access to:

  • Workshops
  • Courses
  • Templates
  • Monthly progress calls
Compare Plans

Scheduled reports help you stay updated with important data without having to manually run reports every time. I’ll guide you through the process of configuring SuiteCRM to send these reports to your email on a regular basis. I’ll start by explaining the benefits of scheduled reports and how they can save you time. Then, I’ll walk you through the steps to create a report, set up a schedule, and configure the email settings. You’ll learn how to choose the right frequency for your reports and ensure they reach your inbox as expected.

By the end of this video, you’ll be able to automate your reporting process in SuiteCRM, making it easier to keep track of your business data and make informed decisions.

Bastian Hammer

About Bastian Hammer

Bastian Hammer has over 20 years of experience in software development and integration, including 19+ years in e-commerce, 10+ years in CRM, and 5+ years in marketing automation.
He combines technical expertise with strong analytical and conceptual skills to design future-proof IT architectures.
As a project leader, he excels in clear communication, thorough analysis, and hands-on solutions, translating your requirements into efficient systems and digital processes.