Automatic Snapshot/Excel Reports

Hi Product Team,

I really like your report function, although we found one big issue for us. It seems like there is no way to set up an automatic report which sendshots/or excel to an external E-Mail adress or Wrike Inbox.

The only feature is a report, that sends a link to the live data. Which is basically useless, because I can see that exact data when I click on reports.

What we need is a reccuring report, that sends a snapshot or excel with the data at that current timestamp. E.g. if i get a recurring report at friday 8:00 pm I see the status of my project a 8:00 pm, no matter if I am checking it on friday 8:05 pm or the next Monday.

The only workaround is to manually produce Snapshots at a certain timestamp which can get very time consuming depending on the number of reports you have. Furthermore it is very vulnerable to mistakes.

That feature would really really help us keeping track of our progress.

I am looking forward to your reply.

Thank a lot in advance and best regards,

Philip

Hochstimmen 18
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Automatic Snapshot/Excel Reports
[this list is visible for admins and agents only]

Oben

Bevorstehende Live-Sitzungen