Yuval Pecht

Product update: Reports saving & scheduling

Discussion created by Yuval Pecht Employee on Jun 2, 2015
Latest reply on May 19, 2016 by 8243645

Now you can save your own reports and  schedule them for email delivery on a recurring basis.

 

When using the reports tool and creating your filters, a new option to save the report is available. Saved reports show up in the new My Reports section. The saved report maintains the filters and options used to create the report and has a descriptive name.

 

See following screenshot which illustrates this new section:

 

 

Saved reports can now be scheduled for email delivery on recurring basis, for example every Monday morning or at the 1st of every month.

 

Using the Actions menu, we can create a new schedule:

 

 

 

Scheduled reports are delivered in PDF format.

 

At your service,

 

The Samanage Team

Outcomes