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.
Troy Mifsud
shared this idea
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Andy Truswell
commented
This is really important to us as it is taking up a huge amount of resource to generate reports and populate resource dashboards in another platform. Another solution would be to make reports available through the API so we could grab the data and pass into Power BI automatically
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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.