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
- No Status
Related ideas
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.