Scheduled and Automated Report Distribution

Current Behaviour:
Users are required to manually generate reports each time they need to review or distribute information. This process can be time-consuming, particularly for reports that are produced on a regular basis and shared with the same stakeholders.

Requested Enhancement:
Introduce the ability for users to schedule reports to run automatically at a specified date and time. As part of the setup, users should be able to:

• Select the report they wish to automate.

• Define the frequency (e.g. daily, weekly, monthly, or on a specific date).

• Specify the time the report should be generated.

• Nominate one or more recipients to receive the report automatically via email.

• Choose the preferred export format, where applicable (e.g. Excel, PDF, CSV).

Benefit:
Automated report scheduling would remove the need for repetitive manual tasks, ensuring key stakeholders receive the information they need in a timely and consistent manner. This would improve efficiency, reduce the risk of reports being forgotten or delayed, and provide greater confidence that important operational and compliance data is being shared proactively.