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Automatic Report Snapshots

8 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hey Cole, thanks for your postย ๐Ÿ™‚
    You can create recurring Tasks as reminders to send a Snapshot. Currently there's no functionality to automatically send them. Might be a good suggestion forย theย Product Feedback sectionย ๐Ÿ‘
    Please get back to me if you have further questions.
    ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Cole Poppell

    Thanks Lisa, we are currently using tasks to remind us to send the reports; we were just looking for additional ways in which we could automate the reporting functionality. I'll add this to the product feedback section.

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    Thomas Maddox

    is there a way to create automated snapshots? I only see the ability to take manual snapshots on a report.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hey @Thomas! Currently, you can only create a Report snapshot manually. Please let me know if you have any other questions!ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Thomas Maddox

    Thanks Lisa. Is this something that is on the roadmap? This would be a great feature to have. Thanks

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    Lisa

    Thomas Maddox I'll check with the Product team and get back to you. You can also create a Product Feedback post for this ๐Ÿ‘

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hey Thomas Maddox! I've checked with the team - automated snapshots are not on the roadmap currently.ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Thomas Maddox

    Thanks Lisa.ย  How do we request this?

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