RELATED IDEAS
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. |
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ADMIN RESPONSEMar 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.
