Allow for automated or scheduled activity reports

Hi, I'd love the ability to automate or set a schedule for activity reports. This is at the admin level. It would let me avoid having to manually recreate report settings every single time. Thanks.

2
1 comment
Spot On Innovative Approach Stellar Advice
Avatar
Anastasia

Hi Heather, thanks for sharing this idea here! I'd love to learn more about your use case here and I'm really interested in the types of Activity Reports that you'd like generate at regular intervals, if you're open to sharing that. It would definitely help understand the need for a scheduling option. Do you see this automation being somewhat similar to scheduled Report reminders?

1
Comment actions Permalink

Folllowing List for Post: Allow for automated or scheduled activity reports
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post