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Automate Reports Engine to Send Automated Email or Your Custom Reports
70
Create automated email functionality to send your Custom Built Reports to an email distribution list.
With this feature you would no longer have to manually go check your critical reports each morning. Instead your critical reports would be in your Inbox at the specified times.
Automatic options that include an immediate send option as well as recurring. Recurring options could be a specific day of each Month or Daily, Weekly, Monthly.
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Adding a refresh to the Report Engine
With this change I would like to see the ability to have the system automatically refresh the report every 5 to 10 minutes or so. I have a set of reports I look at all day long it would be nice to have them sit on a large display so everyone can see how the reports are doing.
Joshua Varney | Tech Support Manager and Account Management | InsideSales.com
34 East 1700 South, Novell Building A, Suite 113 | Provo | Utah | 84606
866.593.2807 (support) | 801.853.4089 (fax)
jvarney@insidesales.com | http://www.insidesales.com
We have 6 Team Leads running
We have 6 Team Leads running custom reports every Friday afternoon -- it's time consuming. This is a winning idea in my book!
Elin McNally, Director
Sales & Marketing
MDeverywhere, Inc
Automated Reporting
This would add the most value to our upper management as well. The days of going into the reporting and manually generating reports needs to be over for us! We look forward to this time saving feature!
I agree
We would also like the ability to schedule automated reports to email management and other divisions in the company.
Automate Reports Engine to Send Automated Email
If you haven't done so, have all of your CRM users vote for this feature. I currently have 20 licenses and this feature is getting every one of our votes!!
You have 1 Vote Per License Per Idea
If you have 20 Licenses make sure all 20 Vote for this idea. You do get a single Vote per User per New Idea.
Todd Atkinson
InsideSales.com Consultant
Todd Atkinson
I AGREE!!!
We have requested this feature also. Top level mgmt does not know how to create and run reports, therefore I would like to set up several reports to generate at designated times and sent via email to multiple people.