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Scheduled Report - Remove all Formulas

There is already an idea that a report can be sent as PDF instead of Excel. However, when sending out Excel files, it would be good to 'flatten' for standard users (those not licensed). Remove all formulas - both Cosmos and Excel. We are just abou...
Luke Argent 5 months ago in Report Scheduling 3 Future consideration

Scheduler can send reports via PDF

It would be nice for the scheduler to be able to email reports out in PDF format
Brian Petersen over 1 year ago in Reports 0 Future consideration

Dynamic File Names

Would be cool to have the ability to put a dynamic variable in the file name of the report that gets delivered via email. For example, if I have a daily report for open items, rather than being delivered with the same file name each day, it would ...
Michael Scipione about 1 year ago in Reports 1 Future consideration

Ability to turn off report options without losing their filters

It would be great to have a toggle button for report options to switch them from a user-selected option to a hard-coded filter. This would be different from the "Enabled" toggle, which simply ignores the filter and returns all values for the parti...
Marian Frueh about 2 months ago in Reports 0 Future consideration

Add Select button for Aggregates

It would be helpful to have the "Select" button for Aggregates in the Cosmos task pane, to quickly see the cell(s) containing that Aggregate, just like Range Lists and Excel Links have. Thanks!
Marian Frueh about 2 months ago in Reports 0 Future consideration

email recipient list

When scheduling a report, it would be nice to have the active directory email users to choose from instead of having to enter email addresses manually. Active cosmos users can be selected easily but we are emailing our reports to leaders who do no...
John Butler 10 months ago in Report Scheduling 0 Future consideration

Add Support for BLOB fields

Specifically the Note field of the Record Link Table. We have a number of reports where it would be beneficial to pull in a few of the most recent notes added to each document to get an overview of their status and determine if further action is n...
Adam 10 months ago in Staging 0 Future consideration

Ability to use relative dates in report options and filters

We are manually building relative dates (this week, last week, last month, last year) in Excel formulas on a regular basis. It would be nice to have the ability to use relative dates directly in the report options and filters, versus having to bui...
Richard Parkinson over 1 year ago in Reports 0 Future consideration

Add MAX, MIN, AVG, MEDIAN functions to Cosmos Aggregate Functions

Would be very useful to expand current aggregate function offering beyond SUM and COUNT to MAX, MIN, AVG, and MEDIAN functions. Example uses can be retrieving latest/earliest transaction date, average and median (for skewed value distributions) or...
Vitalie Samohin 12 months ago in Reports 0 Future consideration

Report opens on first sheet

When a report runs and I open it I would like the report to open on the first sheet of the report.
Brian Petersen over 1 year ago in Reporting 0 Future consideration