Automated daily sales report by email and Telegram every morning

A manager didn't call back about yesterday's request, a client task is overdue, an incoming call went unanswered. Without an automated daily sales report, such losses surface at the end-of-month review, when the client has already bought from a competitor. To see them every day, you have to open the CRM, analytics and call details. On a busy day, nobody gets around to it.

The “Set reports” section sends reports on a schedule to email and Telegram by itself. You set once what to send, how often and to whom. After that, the account keeps sending the report for as long as it's turned on: a list of requests that need attention, an ad summary or call statistics. The report arrives at 9:00 AM Moscow time (MSK), right at the start of the working day. The section comes with the “CRM + Telephony + Automation” plan and above, with no extra fees or separate services, and there's no limit on the number of reports.

Watch the two-minute video, and below you'll find the step-by-step setup.

Why managers need an automated daily report

• The head of sales gets a list every morning of yesterday's requests that nobody picked up and of leads with overdue manager tasks. Stuck requests are visible right away, not at the end-of-month review.
• A clinic or salon administrator sees whom to call back today and who called but didn't get through. In services, a missed call is a client who booked somewhere else.
• A marketer gets yesterday's ad summary. If the cost per lead went up, it shows the next morning, and an inefficient channel is switched off sooner. A detailed channel breakdown is in the article ad ROI by source.
• An online store owner sees ad costs, revenue, profit and ROI (return on ad spend) once a week. Once a month, they see repeat deals and LTV, that is, the revenue from a client over the whole time.
• A real estate agent or a manager gets a personal list in their own Telegram: their leads with tasks for today and unread messages.

Types of automated reports: leads, ads, calls

There are three report types:

1. “Leads” — a list of leads by conditions: funnel stage, owner, overdue tasks, unread messages, missed calls, payment, source and more. There are 29 conditions in total, plus custom card fields.
2. “Ad analytics” — 26 metrics to choose from: visits, costs, leads by channel, deals, cost per lead and per deal, revenue, profit, ROI, LTV.
3. “Calls” — total calls, answered, missed and busy, call duration and cost.

The frequency is “Every day”, “Every week” or “Every month”. The weekly report arrives on Monday, the monthly one on the 1st. All reports arrive at 9:00 AM Moscow time (MSK): the time is the same for everyone and can't be changed. Reports are tied to the project selected in the account header.

How to set up an automated report by email and Telegram

1. 1
   Open the section

   The “Leads” menu → “Set reports”, then click “Add report”. You need the “Analytics” right in the current project.
2. 2
   Fill in the basics

   Enter the “Report name”, for example “New leads from yesterday”. Choose the “Report type” and “How often to send”.
3. 3
   Set up the content

   For “Leads”, add conditions with the “Add condition” button. For “Ad analytics” and “Calls”, tick the metrics in the “What to include” block and choose the period in the “Report period” block.
4. 4
   Add recipients

   In the “Send to” block, enter emails and Telegram usernames, separating several with commas.
5. 5
   Save

   Click “Save”. The report appears in the list, already turned on.

Leads report: conditions of the “Leads” report

In the “Add condition” window, choose a condition and set its value. Lists have an “Equals” / “Not equal” switch: include the selected values or exclude them. Each condition is added to the report once, and several values are ticked inside it.

Ready-made combinations:

• yesterday's unprocessed requests — “Funnel stage” = “New lead” and “Lead creation date” = “Yesterday”;
• overdue items — “Nearest task” → “Overdue tasks”;
• lost contacts — “Unread messages” = “Yes” or “Missed calls” = “Yes”;
• dropped conversations — “Last call duration” → “Less than (seconds)” 30;
• a manager's personal report — “Lead owner” = this manager.

How to get a report in Telegram

Telegram doesn't let a bot message a person first. So each recipient starts the reports bot @CrmReports_bot from their own account:

1. Under the “Telegram” field, click “How to connect Telegram”.
2. In the “Reports in Telegram” window, click “Open @CrmReports_bot”, then in Telegram tap “Open app” and “START”.
3. Enter the account username, for example @username, in the “Telegram” field and save the report.

Pausing and deleting a report

The toggle in the “Status” column turns sending on and off immediately, without “Save”. The settings of a turned-off report are kept. You can delete a report with the bin icon in its row, but you won't be able to restore it.

Read also: Marketing ROI tracking: which ads pay off and which drain your budget, Sales funnel conversion rate: at which stage you lose clients, CRM task management and calendar: never forget to call a client back, Sales call recordings and missed calls: where to find them