Can I automatically send custom reports by Email.
I have created a few reports that we would like to share at the end of each months with certain users by email.
Is that possible?
Answered
custom reports
- Detective
Best answer by International Support Team
Hey
As mentioned in our helpcenter article on Grant employees access to custom reports, you can share these reports either through access rights or by using the sharing options window. Unfortunately we do not have an automated option that would allow for the report to be shared at the end of the month with certain users. Instead this would need to be done manually.
I could not find any other users highlighting this feedback within our Ideation Area, so could I kindly ask that you submit this into here to give more visibility to the Product Team. If there is anything else I can help you with, please let me know.
Best regards,
Conor
- Former Community Moderator
- Answer
Hey
As mentioned in our helpcenter article on Grant employees access to custom reports, you can share these reports either through access rights or by using the sharing options window. Unfortunately we do not have an automated option that would allow for the report to be shared at the end of the month with certain users. Instead this would need to be done manually.
I could not find any other users highlighting this feedback within our Ideation Area, so could I kindly ask that you submit this into here to give more visibility to the Product Team. If there is anything else I can help you with, please let me know.
Best regards,
Conor
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