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Status Shipped
Categories Reports
Created by Brian Petersen
Created on Jan 19, 2024

Users can schedule reports in batches

Users would like to be able to schedule a report to run with different sets of report options and have each of these go out to a different set of users.

  • Admin
    Brian Petersen
    Oct 22, 2024

    We recently released the Batch Scheduling feature which enables this!

  • Admin
    Brian Petersen
    Mar 5, 2024

    Hi Lauren, thank you for your input! When you group up the reports is it safe to say that you'd want them all to run at the same time and go to the same recipients? So, for example, you could specify that an Income Statement report and a Balance Sheet report should both run Monday at 8am and send to 3 people on the finance team?