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Status Already exists
Categories Reports
Created by Guest
Created on Mar 7, 2024

Scheduled delivery of quarterly/monthly reports

Who would benefit?

Managers who need to review performance at regular intervals (e.g. quarterly, monthly) and those who prepare the reports.

What impact would it make?

Streamline the work of preparing reports by automating the assembly and delivery

How should it work?

A user defines which information to report (charts, lists, boards, etc.) and schedules delivery on the last day of each quarter/month/other regular interval. The reports are then delivered according to schedule and are an "as of" snapshot of that data from within the specified time frame. For example, # of projects completed in Q1.

    Mar 8, 2024

    Thank you for your idea. This is possible today via scheduled report delivery!

    This article explains more, including how to create a dashboard which can include multiple reports that can be sent out.

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