Ability to Send out Custom Reports Automatically
Send automated emails with custom reports daily, weekly, etc.
Example:
Send out a report with all jobs in a certain status to the operations team daily
Send out a report with all scheduled jobs for a specific sales rep weekly
etc.
Could be done with any report and any time interval
12
votes
Lyndee McKinley
shared this idea
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Claire Ganser
commented
It would be wonderful for management to have automated reports that keeps the same filters to be automated every month/week. This will help management predict data in certain departments. Maybe it would be sent via notification/email.