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Status Good idea awaiting more votes
Created by Guest
Created on Jan 5, 2018

RELATED IDEAS

Automatic Report Scheduling/Subscription

Speaking with a current prospect who has a desire to set up automated reports. Fantastic that he can build his own reports from the web but he then wants it sent to him every Friday 3pm.

I think it would be a great idea to add the ability to add a desired email destination and set the time/frequency in which you receive the report. 

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  • Guest
    Reply
    |     Aug 25, 2023

    When setting up a subscription, it would be extra awesome if there was a checkbox along the lines of "alert me when new rows are added"

    so that the users could be notified of new rows, instead of all data on a simple schedule.

  • Guest
    Reply
    |     Aug 10, 2023

    This would help with rolling reports for internal use.

  • Guest
    Reply
    |     Mar 16, 2023

    Fully support this - would be a great management tool to have the right reports landing with management at the right time! It would transform the life of sales teams on the road too. I give this 100% backing

  • Guest
    Reply
    |     Feb 1, 2022

    Yes, this would be really useful functionality. Being able to define a threshold value as the trigger would be the next step

  • Guest
    Reply
    |     Jul 12, 2021

    Definitly would find this useful!

  • +26
4 MERGED

Ability to email staff a report on a schedule

Merged
It would be great if I could create a report and then schedule that report to be emailed to me (and / or others) on a schedule of my choosing.
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes
3 MERGED

Automated Reminder email based on reports

Merged
It would be useful to have automated reminder emails that send either a report or a summary of some information. For example: Opportunity pipeline Orders this week User activity summary This could be customised to send to certain users at certain ...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes
2 MERGED

Email CRM Reports on Schedule

Merged
A customer would find it useful to be able to have the CRM email copy of reports to certain users automatically on a set schedule e.g. once a week or daily.
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes