<!– SEO Title: TeamPulse Reporting: CSV Export & Automated Scheduled Emails –>
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<!– Meta Description: Automate SuiteCRM behavioral reports with TeamPulse. Configure up to 10 named email schedules, export CSV data, and generate print-ready executive summaries. –>
<h1>TeamPulse Executive Reporting: CSV Export & Automated Scheduled Emails for SuiteCRM</h1>
<h2>Introduction: Why Executive Reporting Matters</h2>
<p>While TeamPulse is a tactical "behavioral operating system" for daily management, it also serves as a critical bridge for upward reporting to leadership. Traditional CRM reports often overwhelm stakeholders with confusing rows of transactional data. TeamPulse solves this pain point by consolidating behavioral truths into clean, consolidated summaries. By shifting the focus from lagging revenue indicators to leading behavioral metrics, managers can provide VPs and CEOs with a clear explanation of why the team is on track or at risk before pipeline damage occurs.</p>
<h2>What the Reporting Suite Includes</h2>
<h3>Executive Report</h3>
<p>The Executive Report is a consolidated, printable summary of team behavioral health designed for board meetings and Monthly Business Reviews (MBR). It removes CRM clutter to focus on process adherence.</p>
<ul>
<li><strong>AI Executive Summary:</strong> A natural-language paragraph—generated by the InsightEngine or a BYOK provider—that explains the "Why" behind the numbers (e.g., "Team momentum is growing, but deal hygiene remains the primary risk").</li>
<li><strong>Discipline Ranking Table:</strong> A stack-ranked list of all reps by Discipline Score. It includes Name, Score, Trend (Arrow), Risk Level, and the Top Signal affecting their performance.</li>
<li><strong>Team Health Vitals:</strong> Aggregate metrics summarizing group performance, including Average Discipline Score, Active Alerts, and the total Hygiene Risk Count.</li>
<li><strong>Individual Performance Cards:</strong> Mini-profiles for every team member that visualize their 5-factor discipline breakdown (Follow-up, Task Completion, CRM Update, Deal Hygiene, and Activity Continuity).</li>
</ul>
<h3>CSV Data Export</h3>
<p>For analysts requiring deep-dive capabilities in tools like Excel, Tableau, or PowerBI, the CSV export provides raw behavioral data points.</p>
<table>
<thead>
<tr><th>Field</th><th>Description</th></tr>
</thead>
<tbody>
<tr><td>Rep Name & Email</td><td>Basic identity of the salesperson.</td></tr>
<tr><td>Date</td><td>The specific timestamp for the data snapshot.</td></tr>
<tr><td>Discipline Score</td><td>The normalized 0–100 performance rating.</td></tr>
<tr><td>Momentum State</td><td>The trajectory (Growing, Stable, Declining).</td></tr>
<tr><td>Follow-up Delay</td><td>The average time (in days) taken to respond to activities.</td></tr>
<tr><td>Tasks Completed</td><td>Total count of successfully closed tasks.</td></tr>
<tr><td>Stalled Deals Count</td><td>Number of opportunities with no activity >14 days.</td></tr>
<tr><td>Hygiene Score</td><td>The percentage-based cleanliness of the rep’s pipeline.</td></tr>
</tbody>
</table>
<h3>Automated Scheduled Emails</h3>
<p>The Multi-Schedule system (introduced in v0.9.9) automates the delivery of these insights directly to stakeholder inboxes.</p>
<ul>
<li><strong>Multi-Schedule Management:</strong> Admins can configure up to 10 named, independently configurable schedules (e.g., "Weekly Manager Briefing" vs. "Monthly Executive Audit").</li>
<li><strong>Persistent Delivery Logs:</strong> A dedicated <code>teampulse_schedule_log</code> table tracks every send attempt, recording the timestamp (sent_at), status (sent / failed / test-sent), recipient count, and any error messages.</li>
<li><strong>Customizable Frequency:</strong> Supports Weekly (Mondays), Bi-weekly, or Monthly (1st of the month) delivery.</li>
</ul>
<p><em>[Image Placeholder: Scheduled email configuration panel in TeamPulse Settings showing named schedules, frequency options, and delivery log]</em></p>
<h2>How to Use the Reporting Tools</h2>
<h3>Generating an Executive Report</h3>
<ol>
<li>Navigate to the <strong>Export</strong> view via the left sidebar <strong>Tools</strong> group.</li>
<li>Select <strong>Executive Report</strong> from the available options.</li>
<li>To save or share, use your browser’s print dialog (Ctrl+P or Cmd+P) to "Save as PDF." The layout is pre-optimized for A4/Letter paper.</li>
</ol>
<h3>Exporting Raw CSV Data</h3>
<ol>
<li>Navigate to the <strong>Export</strong> view via the left sidebar <strong>Tools</strong> group.</li>
<li>Select the desired Time Period (1W, 1M, or Custom).</li>
<li>Click <strong>Download CSV</strong>.</li>
<li>The file will download with UTF-8 BOM encoding and quoted cells to ensure compatibility with external BI tools.</li>
</ol>
<h3>Configuring Automated Schedules</h3>
<ol>
<li>Go to <strong>Settings → Schedule</strong> tab.</li>
<li>Click <strong>+ Add Schedule</strong>.</li>
<li>Fill in the following fields:
<ul>
<li><strong>Name:</strong> A descriptive label for the report.</li>
<li><strong>Frequency:</strong> How often to send (Weekly / Bi-weekly / Monthly).</li>
<li><strong>Day/Time:</strong> The specific send day and UTC hour.</li>
<li><strong>Recipients:</strong> Comma-separated list of email addresses.</li>
</ul>
</li>
<li>Toggle <strong>Enabled</strong> to ON.</li>
<li>Click <strong>Save</strong>.</li>
<li>(Recommended) Click <strong>Send Test</strong> to verify the configuration and check the Delivery Log panel below to confirm success.</li>
</ol>
<h2>Next Steps After Reviewing Reports</h2>
<ul>
<li><strong>Weekly Pipeline Review:</strong> Use the Discipline Ranking Table to identify the bottom-quartile reps for prioritized 1:1 coaching.</li>
<li><strong>Strategy Calibration:</strong> If the Team Health Vitals show a decline in "Deal Hygiene" across the board, increase the weight of Hygiene in Settings → Scoring Rules to drive better data entry.</li>
<li><strong>Recognition:</strong> Use the "Top 3 Wins" in the scheduled email to publicly praise high-momentum performers in team meetings.</li>
<li><strong>External Correlation:</strong> Import the CSV data into a BI tool to correlate Discipline Scores with actual Revenue Outcomes, proving the ROI of behavioral process adherence.</li>
</ul>
<h2>Troubleshooting & FAQ</h2>
<p><strong>Q: Why are my scheduled reports not being sent?</strong><br>
A: Scheduled delivery requires the SuiteCRM cron job to be active on your server. Verify that the "TeamPulse — AI Summary & Cache Refresh" scheduler is set to Active in Admin → Schedulers.</p>
<p><strong>Q: Can I send different reports to different teams?</strong><br>
A: Yes. Using the v0.9.9 Multi-Schedule system, you can create up to 10 independent schedules with unique recipient lists for different regional teams or management levels.</p>
<p><strong>Q: The PDF export looks cluttered. How can I fix it?</strong><br>
A: Ensure you are using the dedicated Executive Report view rather than printing a standard dashboard page. The Executive Report uses specific <code>@media print</code> CSS to hide sidebars and navigation elements for a clean output.</p>
<p><strong>Q: How do I clear the delivery logs?</strong><br>
A: In <strong>Settings → Schedule</strong>, scroll to the Delivery Log panel and click <strong>Clear Log</strong>. Note that this requires Admin-level permissions.</p>