Scheduled reports

From the Lead report, set up a scheduled report to have a summary of your current filters emailed to you weekly on a day of the week you choose. The email includes the total matching lead count, total dollars at medium/high risk, a breakdown table across low/medium/high risk tiers with lead counts and payout, and a link back into the exact filtered view in the app.

Use Send test on any scheduled report to get an immediate copy without waiting for its next scheduled send — useful for checking the filters produce what you expect before relying on it weekly.

Every report email has an unsubscribe link at the bottom that removes that schedule. You can schedule the report again any time from the Lead report.