Pipeline CRM can email you three automatic summaries: a daily recap of yesterday's activity, and two weekly usage reports. You choose which ones you get.
Turn a report on or off
- Click your profile icon in the top-right corner.
- Click My Profile, then open the Notifications tab.
- Under Reports, check or uncheck Morning Coffee Report, Team Use Report, or Personal Use Report.
All three are delivered by email only — the In-App, Mobile, and Browser channels are greyed out for this section. For everything else on this tab, see Manage Your Profile Settings.
On or off is the only setting these reports have. You can't change which metrics a report includes, who's counted in it, or when it's delivered. To build a summary on your own terms, use Reports instead, or schedule a saved view to arrive by email on your own timetable.
The three reports at a glance
Report
When it arrives
What it covers
Morning Coffee Report
Daily at 4:00 AM
Yesterday's pipeline, records added, calendar and task activity
Team Use Report
Sunday night
Last week's usage for you and everyone you can see
Personal Use Report
Sunday night
Last week's usage for you alone
Morning Coffee Report
A daily snapshot of the previous day, sent at 4:00 AM in your own time zone — the one set under My Profile > General > Regional & Format — so it's waiting for you whenever your morning starts, wherever you are. This report is off by default.
It includes:
- Active deals and total pipeline value, shown in your main currency — your whole open pipeline, not only yesterday's
- Deals created, won, and lost yesterday — three separate lists, each with its own count and total value
- People added the day before, with a count
- Calendar entries broken down by category
- Calendar event and task counts
- Your starred List Views, each with its record count
- Top contributors
Apart from the active deal count and pipeline total, every section covers yesterday and yesterday alone. An empty section usually means nothing happened in it the day before — the report is a recap of the previous day, not a view of your current pipeline.
How the three deal lists are built
Each list shows the 12 highest-value deals, sorted by value, so a smaller deal can be missing from a section that still looks full. Archived deals, and deals flagged for deletion, never appear.
Created covers deals added yesterday. Won and Lost go by the deal's Actual Close Date, not by when its stage last changed — so a deal moved into a won or lost stage without an Actual Close Date recorded won't appear in either list.
Everything is scoped to what you have permission to see, so two people on the same account can open the same report and see different numbers.
If you access the account as an external or SuperShare user, your Morning Coffee Report arrives at 6:00 AM instead.
Team Use Report and Personal Use Report
Both arrive Sunday night and cover the previous Sunday-to-Saturday week. They report the same metrics — the only difference is who's counted. Personal covers you alone; Team covers you plus everyone visible to you.
Each report shows:
- Days active — the weekdays you logged in, listed by name
- Your pipeline value
- Leads, people, deals, activities, and comments — each as a new-this-week figure alongside your running total
If you have both reports enabled, you'll receive only the Team Use Report. The Personal Use Report is the fallback for when Team is switched off.
If you haven't logged in during the week being reported, Days active shows your last login date instead of 0 — or Never if you haven't logged in yet.
New users automatically receive one Personal Use Report in their second week, even with both toggles switched off. It's a one-time onboarding nudge, not a sign that your settings didn't save.
Need help? Contact support at customercare@pipelinecrm.com.