Automate Vtiger Reports and Scheduled Email Delivery
Already use Vtiger but still prepare management reports manually? Add automated reporting without replacing your CRM. Schedule sales, support and finance insights as PDF or Excel files and keep decision makers informed without logging in.
Start using Reports with the All Access Package from €4 now| Metric | Current | Previous | Change |
|---|---|---|---|
| Open pipeline | €248,500 | €221,300 | +12.3% |
| New opportunities | 38 | 31 | +22.6% |
| Won deals | 14 | 11 | +27.3% |
Management reports should not depend on someone remembering them
Teams often have the data they need inside Vtiger, but the reporting process is still manual. Someone must open the CRM, update filters, generate a report, export it and send it to every recipient.
Manual report preparation
Repeating the same report steps every week or month consumes time and creates unnecessary administration.
Late or inconsistent delivery
Reports arrive late, use different filters or are forgotten when the responsible person is busy or unavailable.
Data across related modules
Useful management insight often combines Organizations, Opportunities, Tickets, Invoices and other related CRM records.
Build the report once and let Vtiger deliver it automatically
Reports 4 You turns recurring reporting into a scheduled CRM process. Prepare a report with the required modules, columns, calculations, filters and charts, then define when it should run and who should receive it.
Managers receive consistent and current information by email as PDF, Excel or both. The team spends less time preparing reports and more time acting on the results.
Give managers the right Vtiger insight at the right time
Automated Vtiger CRM reports create a repeatable flow from live CRM data to the people responsible for sales, support, finance and operations.
From live CRM data to a scheduled management email in four steps
Set up the reporting logic once, then let the scheduler repeat the process with current Vtiger data.
Choose the report data
Select the primary module and include the required fields from related Vtiger modules.
Define filters and output
Add columns, calculations, grouping, conditions, labels and charts for the intended audience.
Set the delivery schedule
Choose the interval, recipients and whether the email should include PDF, Excel or both formats.
Receive current reports
Reports are generated from current CRM data and delivered automatically at the scheduled time.
Reports 4 You for Vtiger CRM
Reports 4 You is designed for organizations that need advanced reporting, visual analysis and reliable scheduled delivery directly from Vtiger CRM data.
- Creates tabular, summary, detailed summary and matrix reports
- Uses fields from primary and related modules
- Supports calculations, filters, grouping and custom labels
- Creates graphs, dashboard widgets and key metrics
- Schedules email delivery with PDF, Excel or both
- Supports Vtiger CRM 7.x and Vtiger CRM 8.x
Replace repeated report preparation with a controlled schedule
| Reporting task | Manual process | Reports 4 You workflow |
|---|---|---|
| Report timing | Depends on a person remembering the deadline | Runs according to a defined recurring schedule |
| Filters and calculations | May be recreated differently each time | Uses the saved report configuration consistently |
| Data preparation | May require copying data between modules or files | Combines fields from primary and related modules |
| Report format | Requires separate export and attachment steps | Generates PDF, Excel or both for email delivery |
| Recipient delivery | Email is prepared and sent manually | Selected recipients receive the report automatically |
Automate recurring reports across sales, support and finance
The same reporting workflow can serve different departments while keeping report definitions, schedules and recipients controlled inside Vtiger CRM.
Sales pipeline report
Send a weekly overview of open opportunities, expected revenue, sales stages and responsible users.
Ticket backlog report
Monitor open tickets, priority, age, status and assignment before unresolved requests become service problems.
Invoice and payment overview
Review invoice status, due dates, values and related finance records in a recurring management summary.
Dashboard metrics
Turn report calculations into charts and key metrics that help managers follow important CRM indicators.
Support the reporting workflow with the right Vtiger services
Reports are most useful when the CRM, email delivery and scheduled background tasks run reliably. Explore the services and resources that can support your complete Vtiger environment.
Vtiger CRM hosting
Run Vtiger on managed hosting prepared for CRM performance, security and scheduled background processes.
View Vtiger hostingProfessional Vtiger support
Get help with configuration, extensions, cron problems, performance and other technical Vtiger issues.
View support optionsMore Vtiger solutions
Discover practical use cases for reporting, documents, finance, automation and CRM productivity.
Browse solutionsReports 4 You manual
Review report types, filters, scheduling, charts, dashboard metrics and configuration steps.
Open the manualStart using Reports 4 You from €4 now with the All Access Package
New customers can get Reports 4 You from €4 through the All Access Package. It combines advanced reporting with the complete collection of IT Solutions4You Vtiger extensions under one subscription.
Use the online demo to explore reporting before choosing a package. You can also open the Reports 4 You product page to see other available pricing options and complete extension details.
FAQ about automated Vtiger CRM reports
Practical answers about scheduling, formats, recipients, modules and compatibility.
What are automated Vtiger CRM reports?
Automated Vtiger CRM reports are saved reports that run on a defined schedule and deliver current CRM information to selected recipients without requiring manual report preparation each time.
Can Reports 4 You send reports automatically by email?
Yes. The scheduler can generate selected reports at regular intervals and send them automatically by email to the configured recipients.
Which report formats can be delivered?
Scheduled reports can be delivered as PDF, Excel or both formats, depending on the report configuration and installed components.
Does PDF report export require PDF Maker?
Yes. PDF export uses PDF Maker, and the free version of PDF Maker is sufficient for this purpose.
Can a report include data from related Vtiger modules?
Yes. Reports 4 You can use fields from a primary module and its related modules, allowing one report to combine connected CRM information.
Can reports include charts and dashboard metrics?
Yes. Reports 4 You supports graphs, dashboard widgets and key metrics for visual monitoring of important CRM indicators.
Do managers need to log in to receive scheduled reports?
No. Configured recipients receive the scheduled email and its report attachments without logging into Vtiger CRM to generate the report manually.
Can different reports use different schedules and recipients?
Yes. Each recurring reporting need can be configured with the appropriate schedule, output format and recipient selection.
Which Vtiger versions are supported?
Reports 4 You is prepared for Vtiger CRM 7.x and Vtiger CRM 8.x. Review the current product information before installing it on a customized production system.
How can I start using Reports 4 You from €4?
Reports 4 You is included in the All Access Package, which lets new customers start using the extension from €4. Other available pricing options are listed on the Reports 4 You product page.
Can I try Reports 4 You in an online demo?
Yes. Open the IT Solutions4You demo to explore Reports 4 You in a prepared Vtiger CRM environment.
What should be checked before enabling scheduled delivery?
Confirm that the Vtiger scheduler or workflow scheduler runs reliably, the CRM email configuration works and the report can be generated successfully with the selected filters and output format.
Stop rebuilding the same Vtiger report every week
Choose one report your managers regularly request, define its filters and recipients, then automate its delivery. A sales pipeline summary, ticket backlog or invoice overview is a practical place to start.
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