Enhance the new Report Scheduler function

I am excited about the ability to schedule reports to be emailed on set dates. There are some things I would like to suggest to improve the user experience on this function:

  1. Currently the reports are only sent in .pdf format; it would be helpful to add .xlxs and .csv formats to the format options

  2. Add a column to view which reports currently are scheduled and which are not to the Treasury module

  3. Add a tab within the edit screen for reports where the schedules can be edited

Screenshot 2024...
Screenshot 2024...
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  • Anna M Midkiff
  • Jul 11 2024
  • Under consideration
Reporting
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  • Jordan Yarr commented
    27 Mar 12:50pm

    1000% on the .csv option, please

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  • Sandra Ross commented
    16 Aug, 2024 03:04pm

    Agree, need report or dashboard to know who is receiving scheduled reports so they can be cancelled/updated as staff changes.

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  • Guest commented
    2 Aug, 2024 04:00pm

    Agreed - it would be incredibly useful to be able to run these reports in different formats and have a list of reports that are currently scheduled.

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