Automated Email Scheduling for Reports (Engagement Studio & Custom Program Reports)
Raahul Ramanan (Almabase)
A client has requested the ability to generate reports, such as Engagement Studio and Custom Program reports, and schedule them to be automatically sent via email on a regular basis (weekly, monthly). This feature would serve as a reminder for clients to review these reports regularly and complete any ongoing tasks.
Rationale:
The client emphasized that having reports automatically delivered to their inbox would minimize the effort required to search for and access them. This convenience would streamline their workflow and ensure they consistently monitor important metrics without manual intervention.
Proposed Solution:
Implement a feature that allows users to schedule automatic email delivery of specific reports on a regular basis. This would enable clients to receive their necessary reports directly in their inbox, helping them stay on top of their tasks more efficiently.
Benefits:
- Reduces manual effort for clients to access and review reports
- Enhances productivity by providing timely reminders to complete tasks
- Improves overall client satisfaction by simplifying report management
Request Summary:
The client has highlighted the need for an auto-scheduling feature that would make accessing reports more convenient and ensure they remain engaged with their ongoing tasks. Prioritizing this feature would greatly benefit clients by improving their workflow and task management.
Canny AI
Merged in a post:
Add ability to schedule event registration export to an email recipient/event organizer.
S
Sharlynn Berns
Would be nice to schedule a report to be delivered via email to an event organizer who is not an admin in the system. Ex: a weekly report with registrant data for an upcoming event so the organizer can view the progress. Also, ability to schedule specific date for the delivery of the registrant data.
Canny AI
Merged in a post:
Automate and schedule event registrant exports
S
Sharlynn Berns
Request: ability to schedule event registrant exports to take place automatically and enter recipient emails. Example: an athletic coach hosts a golf tournament and will not become an ADMIN but needs to receive the full registrant data export, preferably on a weekly basis until event date.
Kanhai Shah
Would it work if we just share API access?
E
Erin Fumiko Kinney
We had this functionality with a previous vendor, and it was a very useful feature. Would love to see it on Almabase!