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:
  1. Reduces manual effort for clients to access and review reports
  2. Enhances productivity by providing timely reminders to complete tasks
  3. 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.