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Scheduled and Automated Report Distribution

Feature Request

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.

Posted by Ian Cooper ·
1 comment

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Comments1

  • Kelly Szabo

    Team•

    Oct 26

    Hi

    Thanks for your suggestion. To help us understand what you need, could you reply with a few lines on each of these?

    1. What would you like to be able to do?

    2. How do you do it today?

    3. Why is it important to you?

    4. Who would use it, and how often?

    5. Is there a date you need it by?

    Screenshots or examples are really helpful if you have them.

    We'll review your request and be in touch.

    Kind regards,