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.

  • Guest
  • Jul 25 2019
  • Planned
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    Eddie Barker commented
    10 Mar, 2023 03:00pm

    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.

  • Guest commented
    10 Mar, 2023 02:45pm

    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���

    Rick Straub
    Director of Financial Systems

  • Guest commented
    4 Nov, 2022 06:51pm

    Any update from BB on this? Is it coming?

  • Ilan Katz commented
    13 Sep, 2022 08:18pm

    Why has this taken over 3 years to be addressed?

  • Guest commented
    14 Jun, 2022 03:40pm

    Why are we even having to ask about this when this has been a standard feature with other programs for some time now?

  • Olivia Disselkamp commented
    5 Nov, 2021 05:47pm

    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.

  • Scott Smith commented
    26 Jul, 2021 04:17pm

    Agreed. This is possible in Raiser's Edge, so why not Financial Edge?

  • Scott Cohen commented
    1 Apr, 2021 06:17pm

    This has been a standard feature in other accounting programs like Net Suite and Sage Intacct.

  • Angel Pendergrass commented
    10 Mar, 2021 07:29pm

    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

  • Guest commented
    31 Dec, 2019 04:31pm

    Yes, this feature would save a lot of time.  Please implement!

  • Nate Adams commented
    17 Sep, 2019 07:29pm

    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.

  • Julie Adair commented
    12 Sep, 2019 08:04pm

    Yes please!

  • Twila Moore commented
    26 Aug, 2019 08:13pm

    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.

  • Alex Zimmerman commented
    29 Jul, 2019 08:07pm


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