Scheduled and Saved Reports
planned
A
Alyssa Whale
1) Scheduled reports, where we can set up a filtering criteria or based on a specific group or dataset, automatically email certain users based on a specified frequency. e.g. Email the CFO data based on the Finance team's completion on the LXP every week.
2) Saved reports, almost more like a saved search. For users that frequently report on specific criteria without having to re-enter that criteria every time.
Alfie from HowNow
under review
We're looking into the ability to Schedule reports!
For now, we won't implement saved reports just yet, but watch this space.
Alfie from HowNow
planned
Alfie from HowNow
under review
We're looking into the ability to Schedule reports!
For now, we won't implement saved reports just yet, but watch this space.
P
Penny Simpson
Yes please on this. Having the ability to save a filter/view is not only beneficial to Admins but also thinking about Team Managers who may want to have for specific team or department view. For example a VP EMEA sales will want to see for all of sales groups under their remit and the Sales Managers for EMEA focused on just their teams. They will want to be abe to create the filter and save off then run when needed.