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Deliver reports to email or shared destinations such as OneDrive, SharePoint, Teams and Google Drive
Use flexible frequency options – e.g., specific days of the week
Schedule entire reports, report tabs, or specific pages within a paginated report as a single PDF/Excel file or multiple files
Schedule reports as highly formatted PDF/Excel extracts including embedded, high-quality executive screenshot right in the body of the email
Send only relevant records to recipients by using filters, bookmarks and Report+ from a single schedule
Deliver reports to users external to your organization by email
Broadcast your reports to Microsoft Teams Channels
Intuitive, slick and user-friendly interface for managing and administering schedules
Check out this helpful guide to quickly set up a report schedule to email and shared folders
Leverage intuitive user interface for quickly scheduling reports
Schedule entire reports, report tabs, or specific pages within a paginated report
Use flexible frequency options – e.g., specific days of the week, month, and more
Deliver reports to email or shared destinations such as OneDrive, SharePoint, Teams and Google Drive
Create schedules that broadcast to specific users, teams or entire organization
Send embedded, high-quality executive screenshot right in the body of the email
Send only relevant records to recipients by using filters (e.g., only EMEA records to EMEA regional manager)
Create one schedule and configure different bookmarks for different destinations
Merge multiple report tabs into a single PDF/Excel file and schedule the consolidated extract
Intuitive, slick and user-friendly interface for managing and administering schedules