Scheduled P&L Reports
Set up daily, weekly, or monthly P&L email reports in Lead Distro AI. Recipient lists, delivery time, custom date ranges, and FAQs for automated performance reporting.
Last updated:
What Scheduled P&L Does
Scheduled P&L reports email a performance summary on a recurring schedule — daily, weekly, or monthly. Each report includes revenue, cost, profit, margin, and lead counts broken down by campaign. Configure recipient lists, delivery time, and which campaigns to include.
Configuration
- Go to Reports → Scheduled Reports → Create Report.
- Set the report type (Daily, Weekly, Monthly).
- Pick delivery time (account timezone).
- Add recipients — comma-separated email addresses.
- Select campaigns to include — pick specific ones or 'All campaigns'.
- Set content options — full P&L vs summary-only, include/exclude returned leads.
- Save. First report fires at the next scheduled delivery time.
Common Patterns
| Pattern | Setup |
|---|---|
| Morning team standup data | Daily report at 7am to team@youragency.com — includes yesterday's full P&L |
| Client recap (shared campaigns) | Weekly report on Mondays at 9am to client@theirfirm.com — limited to their campaigns only |
| Accounting record | Monthly report on the 1st at 9am to accounting@youragency.com — full month, all campaigns |
| Executive summary | Daily report at 8am to founder@youragency.com — summary-only, all campaigns |
Client-facing scheduled reports build trust by giving clients automatic visibility into the performance they're paying for. Pair with the Client Portal for self-serve drill-down — recipients can click through from the email to see lead-level detail in their portal.
Frequently Asked Questions
Can I send scheduled P&L reports to clients?
Yes — add their email to the recipient list and (optionally) limit the report to their campaigns. Pair with the Client Portal so they can click from the email to lead-level detail. For multi-client agencies, create one scheduled report per client with their campaigns scoped — each client sees only their own data.
What timezone is the delivery time in?
Your account-level timezone (Settings → Account). A 7am delivery time on a Pacific-account fires at 7am PT — recipients in other timezones see it earlier or later than their local 7am. For per-recipient timezone scheduling, create multiple reports with different times targeting different recipient lists.
Can I customize the P&L report format?
Two presets today: Full (all metrics, all campaigns broken out) and Summary (top-line totals only). Custom layouts are on the roadmap. For fully custom reports, use the CSV export and assemble in Google Sheets / Excel — or pipe via webhook automation to a custom report-generation script.
Do scheduled reports include returned leads?
Configurable. Default: net revenue (returns deducted). Toggle to gross revenue (pre-return) if your reporting context calls for it. Most agencies use net for internal team reporting and gross for sales-team-vs-buyer conversations. Choose per-report in the config.
Can I get a Slack notification instead of email?
Not natively in Scheduled Reports — email only. For Slack-delivered summaries, use Automations with a scheduled trigger that builds a Slack message via webhook. More work to configure but supports custom formatting and channel routing the email reports don't.
What if a scheduled report fails to send?
Failed sends are logged in the report's history view. Common reasons: invalid recipient email, mail provider blocking high-volume agency domains. Update the recipient or contact support if you suspect deliverability issues. Critical reports should have a fallback recipient on a different domain to catch delivery failures.
Related Articles
Dashboard & Reports
Track P&L, lead volume, buyer performance, source margin, and campaign profitability with Lead Distro AI's reporting engine. Real-time drill-down analytics by date, buyer, source, and vertical.
Compare Campaigns
Compare multiple Lead Distro AI campaigns side-by-side on volume, revenue, cost, profit, margin, and conversion. Vertical comparison, A/B test analysis, multi-geo performance.
Automation Basics
Automate lead distribution workflows with triggered webhooks, emails, Slack messages, Google Sheets updates, and custom actions on every lead event. Full automation guide for Lead Distro AI.
If you have any questions, send us an email at support@leaddistro.ai