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:
Currently the reports are only sent in .pdf format; it would be helpful to add .xlxs and .csv formats to the format options
Add a column to view which reports currently are scheduled and which are not to the Treasury module
Add a tab within the edit screen for reports where the schedules can be edited
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Anna M Midkiff
- Jul 11 2024
- Under consideration
Related ideas
Can't agree more!
A list of the reports scheduled and going to whom would be greatly beneficial to confirm something hasn't been scheduled to go to the wrong person. Financial information is highly sensitive and we need to have a quick way to check to make sure there aren't errors and update when staff changes/leaves
Yes how are users supposed to analyze this data without an excel function, please add!!!!
1000% on the .csv option, please
Agree, need report or dashboard to know who is receiving scheduled reports so they can be cancelled/updated as staff changes.
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.