Send Standard/Advanced Reports via Email
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P
Paul LaRock
It would valuable if this report could be sent out via email.
J
Jacob Coleman
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gathering votes
J
Jacob Coleman
Hi Paul, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
P
Paul LaRock
I think the managers at each store should get it daily if possible
P
Paul LaRock
Not sure it just would be nice to get the report emailed instead of having to pull it up, saving and converting it to a Google doc, saving then sharing with others.
Shelby Parker
Hiya Paul LaRock, thanks for this post! I have a few more questions for you:
- What specific information should be included in the Daily Activity Report email?
- How frequently would you like to receive the Daily Activity Report via email?
- Who should be the recipients of the Daily Activity Report email within your organization?
Lorne Burt
Shelby Parker - Wanted to add to this. This is for all reports in the Standard / Advanced Report section.
- The reports should have the option to:
- Go out as there are, as a PDF or a file extension with the current DriveCentric format.
- Or have the user select the raw CSV data to land in their email (like the download function).
- The user should be able to set this on a custom schedule:
- Daily at "Time"
- Weekly at "Day" & "Time"
- The creator of the email schedule should be able to:
- Select themselves or add users.
- This will allow for email groups to be added. Existing groups / structures can be taken advantage of.