Schedule Report Feature - weekly/monthly


#1

I like the schedule report feature, we recently saw a need for it. However, we aren’t sure when it’s actually scheduled for. Is this daily?

Can you add the option to choose weekly, monthly, etc?

Thank you!


#2

Hi Alaina,

We provide report of yesteraday, last week, last month, last quanter, and last year.
You may refer to this article for scheduleing report. :slight_smile:


#3

Thank you, I have a better understanding of this feature now.

What we need is all the records in a certain filter to be sent out weekly. Not just the ones that were created last week. It is a list of pending clients that need to be called to enroll them into our program, so we need them all.


#4

Hi Alaina,

You can apply a view in your scheduled report.

Let’s say you want to return all overdue sales order, no matter the created date. Then, you can create a shared view first to filter out the overdue sales order. Then, configure your schedule report as below:
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The schedule report will be sent in a daily basis and you can check the exexute time in the job schedule.


#5

I understand. We are looking to do the report like this, however, we want it to come in once a week. So records of all time, once a week.


#6

Hi Alaina,

It’s a good suggestion.
I’ll report it to our deveopers and keep you posted once the feature released. :slight_smile:


#7

Thank you!


#8

Hello ,
I need the same feature requested from Alaina , so schedule report on weekly and montly bases. I can’t use the current daily features since these data don’t change during a week so if I send 7 times the same data the users are submersed from all these mail with always the same data attached.
Any news from developers team ?
thanks in advance
Gianmarco


#9

Thanks! We could also still utilize this :slight_smile:


#10

Have the developers considered adding other options for how often the report goes out?


#11

Hi,

Our developers are still in discussion for a better way to implement this feature. We’ll keep everyone notified here if there is any update.