Schedule and Email Delivery of Reports in CSV Format
gathering votes
C
Chris Little
Allow users to configure and schedule standard/advanced reports and data mining reports with customizable options, including the selection of specific fields, setting dynamic or static date ranges (such as "last month"), and other parameters. These reports should be automatically generated and delivered to designated email addresses in .CSV format. Users should have the flexibility to set schedules for daily, weekly, monthly, or custom frequencies, with the additional capability to select preset static date ranges, ensuring they receive relevant, timely data tailored to their operational needs.
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Jenny Garland
+ADD to this to the ability to Schedule reports monthly, to have the previous month delivered in BOTH CSV and PDF format
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Tina Norton
Yes! This is an important request. We have scheduled reports that come as PDF and we then need to convert it to Excel (not all users have this ability) to total, highlight and sort columns.
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Larry Millar
Can't seem to vote more than once :) This is a required update to be able to manipulate the data vs. a PDF. Hoping it's a quick fix that can be updated soon.
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Mark Dyer
yes please!!!! We need this feature for our reporting
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Jimmy Ouyang
Yes please! We would benefit hugely from being able to schedule reports to a CSV file instead of a PDF. This would cut down about 10 minutes of our reporting time each morning.
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Ryan Everson
Yes, please! This would be huge and perhaps the feature we miss most from our other CRMs.
Since an API is not available, scheduled FTP or email delivery of our data in CSV format is the only way to access our customer data at scale.
This automated delivery of our data can be used for countless use cases - reporting, custom ad audiences, offline conversions, email list segments, etc.
Our prior CRMs, Vinsolutions and Promax, both offered this functionality for years so I'm really hoping that DriveCentric will consider adding it in the near future to be on par with them.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Chris, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive an updates automatically.