If you're sick of chasing down performance data every week, you're not alone. Plenty of teams love how Leveleleven tracks sales activity, but then end up wasting time pulling the same reports over and over. The good news: you can set up automated performance reports so the right people get the numbers they need—without you babysitting the process. This guide is for sales leaders, rev ops folks, or anyone responsible for reporting in Leveleleven. No fluff, just real steps, what actually works, and a few things to avoid.
Why bother with automated reports?
Let’s be honest: manual reporting is a pain. Even if you’re fast, it’s busywork. Automating it means:
- Less time spent copying data or fiddling with spreadsheets.
- Fewer mistakes—no more “Oops, I filtered the wrong month.”
- Everyone gets the same info at the same time, so there’s no excuse for not knowing the numbers.
But keep your expectations in check. Automated reports save time, but they’re only as good as the data in Leveleleven. Garbage in, garbage out.
Step 1: Decide what you actually need to report
Before you start clicking buttons, get clear on what matters. Don’t just automate everything—nobody reads a 10-page report.
Ask yourself: - Who's going to read this report? (Managers? Reps? Execs?) - What metrics do they actually care about? - How often do they need it? (Daily, weekly, monthly?)
Pro tip:
If you’re not sure, ask your end users what they actually look at. You’ll be surprised how much you can cut.
Step 2: Build or customize your report in Leveleleven
Leveleleven's reporting is built around "Scorecards," "Leaderboards," and "Custom Reports." Here’s how to get the right stuff in your automated report:
2.1 Use an existing report (if possible)
- Go to the "Reports" or "Scorecard" section.
- See if there’s already a report that covers your needs.
- If so, open it and check the filters—make sure it’s showing the right timeframe, teams, and metrics.
2.2 Create a new custom report
If nothing fits, you’ll need to build your own:
- Click on "Reports" or "Custom Reports" in the sidebar.
- Choose the type of report (activity, results, leaderboard, etc.).
- Select your metrics.
- Add filters for users, teams, or timeframes.
- Run the report to make sure it looks right.
What to skip:
Don’t cram every metric into one report. Focus on what people actually use.
Step 3: Set up the report for scheduling
Now for the part that actually saves you time—scheduling.
3.1 Find the scheduling option
- Once your report is built, look for a button or link labeled "Schedule," "Email," or "Subscribe."
- In most setups, this is at the top right of the report page.
Note:
If you don’t see a scheduling option, your Leveleleven admin might have disabled it, or your user role doesn’t have access. Ask your admin or check your permissions.
3.2 Choose your recipients
- Pick who should get the report. You can usually add individuals, teams, or groups.
- Add yourself if you want to double-check what’s being sent.
Honest take:
Don’t send reports to everyone “just in case.” That’s how reports end up unread.
3.3 Set the frequency and timing
- Daily, weekly, or monthly are the usual options.
- Pick a day and time that makes sense. (Monday at 8am is classic, but maybe your team prefers Friday recaps.)
- Some versions let you pick time zone—double-check this if your team’s remote.
Step 4: Customize the delivery (if needed)
Leveleleven usually sends reports as PDFs or inline in the body of an email. You might have options for:
- Subject line
- Message body
- File format
Tips to make it useful: - Write a subject line that stands out (“Weekly Sales Activity – Team Alpha” beats “Report”). - Add a short note in the message body if context helps (“Here’s your weekly snapshot. Ping me if you have questions.”). - If you’re sending to execs, keep it short and sweet—no one wants a novel in their inbox.
Step 5: Test your automated report
Don’t trust that it’s perfect right away. Run a test:
- Schedule the report to send to yourself first.
- Check the numbers, formatting, and filters.
- Make sure links work and the data is readable on mobile (people check email everywhere).
What to watch for: - Wrong date ranges (classic setup mistake). - “Private” or incomplete data—double-check permissions. - Recipients who don’t actually use Leveleleven may not be able to open some links.
If something's off, tweak the report and retest. Don’t wait for your boss to catch your mistakes.
Step 6: Maintain and iterate
Congrats, you’re done… for now. But automated reports aren’t “set and forget.”
- Check in after a month: Are people reading the report? Is it driving action?
- If not, trim it down or stop sending it. No shame in killing a useless report.
- Update the filters and recipients as your team changes.
- Once a year (at least), review all scheduled reports—there’s always at least one zombie report haunting your system.
Pro tip:
If you want to get fancy, you can sometimes use Zapier or similar tools to push Leveleleven data into Slack or dashboards. But don’t overcomplicate things unless you really need to.
What works, what doesn’t, and what to ignore
- Works: Simple, focused reports to the right people, sent on a schedule they expect.
- Doesn’t: Overloading reports with every metric or sending them to huge lists “just in case.”
- Ignore: Fancy formatting or automation for its own sake. If people aren’t reading the report, it doesn’t matter how slick it looks.
Wrapping up
Automated reporting in Leveleleven is about making your life easier, not showing off your technical chops. Start simple, send only what’s needed, and don’t be afraid to change things up if people stop paying attention. The best reports are the ones that actually get read—and acted on. Keep it practical and don’t overthink it.