Scheduled Reports - Email or Notifications?

[Michael Sharp]

Hi, one thing that gripes me at the moment is the lack of scheduled reporting by email - is there a design reason for this?

Email isn't particularly a necessity if I could at least get a Hornbill notification for example to go and view it?  Ideally I would get a notification like this:

Reports I find require a stern discipline at the moment to actually go and get each individual one and review them which is just not practical and would be good to know how other customers are handling this?

Regards,

Mike.

@Gerry @James Ainsworth @Bob Dickinson @Martyn Houghton @samwoo 

[Steven Boardman]

@Michael Sharp scheduling the emailing of admin console reports is already available, and is on the list to add to the Service Manager app reports

If you are publishing reports to document manager right now, you should get a Hornbill notification like below, each time a new published version of the report updates the report document itself

 

 

[Martyn Houghton]

@Steven Boardman,

@Ehsan

I am presuming with the scheduled publishing to document manager combined with the change to add document libraries to the customer portal, this would allow us to publish reports to a specific library linked to a customer?

Cheers

Martyn

[Steven Boardman]

@Martyn Houghton my understanding of the document story (which is due shortly), is that it will allow you to associate documents to a service, and those documents will then be visible to those subscribed users of the service, available on both the employee and customer portals.  I'll have to defer to @Ehsan @James Ainsworth on the finer details.   

[James Ainsworth]

HI Martyn,

The relationship will be with the Service and not a specific customer.  So the subscription to the service would control the visibility.  The solution also provides the linking of documents within libraries (documents that have been published) to a Service, but does not let you set a specific library to a service.  

[Michael Sharp]

Apologies @Steven Boardman, not sure how I've missed this scheduling service - how long has this been available as it never used to be?  Not over-exaggerating but this has literally changed my job completely.

[Steven Boardman]

@Michael Sharp the scheduling to document manager has been in for a couple of years, and the email scheduling i would think 9+ months (without checking).  Glad to hear it's helping now    

 

[HGrigsby]

I hadn't seen the email option either! 

It was something we asked for at the very start so very pleased.