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
    March 10, 2023 15:00

    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
    March 10, 2023 14:45

    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

  • Guest commented
    November 04, 2022 18:51

    Any update from BB on this? Is it coming?

  • Ilan Katz commented
    September 13, 2022 20:18

    Why has this taken over 3 years to be addressed?

  • Guest commented
    June 14, 2022 15:40

    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
    November 05, 2021 17:47

    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
    July 26, 2021 16:17

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

  • Scott Cohen commented
    April 01, 2021 18:17

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

  • Angel Pendergrass commented
    March 10, 2021 19:29

    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
    December 31, 2019 16:31

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

  • Nate Adams commented
    September 17, 2019 19:29

    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
    September 12, 2019 20:04

    Yes please!

  • Twila Moore commented
    August 26, 2019 20:13

    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
    July 29, 2019 20:07

    Agreed!

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