Ability to Schedule Reports to be Emailed(like dashboards)
It would be helpful if we could have the feature to schedule reports to be emailed to certain people every month like the dashboards in a sense. Every month there are certain reports that I have to run and email to department heads and it would be nice if that was an automatic feature.
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- Jul 25 2019
- Implemented
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- +55
This "Implemented" process works, but not in any real efficient and easy to use manner. There isn't a Knowledgebase article about it and Chat support was able to help only moderately. Why would Blackbaud sent out a message saying this has been implemented, when it effectively isn't?
Would love to be able to schedule reports to be sent in excel format please
Can we add the option to schedule reports in other formats too? not just pdf? Thanks!
Look for more details on report scheduling in the next Product Update Briefing. We can see that 95% usage of this is for delivering reports, so that is the first thing we're doing.
Hi Eddie,
Hope all is well.
Curious if the functionality will be similar to the queue in Database. Many functions, not just emailing, but should be able to schedule a task and that task could be creating a report, downloading a report, emailing a report, filing a report in directory, etc, etc.
In database, it wasn���t just reports but other tasks, etc���
Thanks
Rick Straub
Director of Financial Systems
Any update from BB on this? Is it coming?
Why has this taken over 3 years to be addressed?
Why are we even having to ask about this when this has been a standard feature with other programs for some time now?
Definitely! We spend so much time manually downloading reports to send to budget managers each month. Dashboards don't provide the elements they're looking for the way a custom report can.
Agreed. This is possible in Raiser's Edge, so why not Financial Edge?
This has been a standard feature in other accounting programs like Net Suite and Sage Intacct.
This really would save me a lot of time. To be able to send reports to all department heads monthly would be a true time saver
Yes, this feature would save a lot of time. Please implement!
This would be very useful. I find NXT to be easier to run and pull recurring reports than Database view, but it's still a manual process. It's time to have an automated system.
Yes please!
Yes, this would be amazing. I have tried to do this with dashboards, but they get sent in pdf which doesn't show the entire dashboard. I complained about it quite a while ago, but there was never any resolution.
Agreed!