Schedule automatic creation of reports
In the previous CRM we used we could "schedule" the automatic creation of reports. For example, on the 1st of the month run a specific report and email the results to desired people. It would be nice to have that.
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HC commented
I also would like to have this feature. In addition, include multiple triggers to send those reports (1st of Month, weekly basis, when budget is nearing its limit, end date project/task etc.).
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Bernhard Blank commented
This will help a lot in improving efficiency
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Craig Whitehouse commented
This would be very useful for me. We currently do this from a help desk system we use, but this is intended to replace that.
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CC commented
I'm a trial user and this is one of the only things this software is missing. A report landing in an inbox is much more likely to be reviewed than one which has to be run every day.