Report Creation and Distribution Automation
We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.
Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.
Charlotte McKinney
shared this idea
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Will H.
commented
Upvoting this! Would be hugely helpful to schedule a daily export of a chosen report. Would be especially amazing if it were delivered as a .xlsx to my email at the scheduled time 🙏
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Kira
commented
I love this idea. It would be great if we could also automate an email that gives a quick view of outstanding follow-ups.