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Automating Reports

Dan Munns

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Hi all,

Is there a way of automating reports at all?

I was hoping to be able to email certain reports at certain times of the day / week / month like we could in Supportworks

I was also hoping to be able to lock reports to a role or user name but I don't seem to be able to do that either

As it is Friday I may just be having brain issues though.

Any help would be appreciated



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Guest NadeemMazhar

Hi @Dan Munns

We are working on a Scheduler app, however not sure when and how it will available in live instances. At present this is not available in the current functionality.

Kind regards


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  • 2 weeks later...
Guest Chaz

@Dan Munns it's still in development, but already has the ability to schedule a report to be run every X hours/days/weeks/months as required. It will also attempt to deliver the reports in your preferred format(s) by email, as long as the report is available within a reasonable amount of time.

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