Scheduled and emailed reports
For example you can create a report and have it run and emailed to a desired email every Friday
Norman
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.
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Lyndee McKinley commented
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 weeklyetc.
Could be done with any report and any time interval
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James Wills
commented
This feature is very critical for our business and should be simple to implement. We can already build and run reports, we can already automate tasks, including sending emails. We should be able to email Excel or PDF format versions of our reports on a schedule to whichever recipients we designate.
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Christen Pegg
commented
It would be great if we could customize reports as well as implement when they are run automatically and who they would be sent to.
This automation would save time and paper if each report could be customized to the view, times, and individuals they are sent to.
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John Esh
commented
This would be super super nice.
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Jonathon Stowell
commented
Yes please! I dont want to have to login and sort through a dashboard.
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Stuart Haas
commented
It would be great if you could automate running a report on a schedule and emailing results. I'd like to be able to see what changes were made by my team daily, among other things.