Send the report schedule for all customers to your own email address

Currently, the report schedule requires that exactly one customer be selected for each recipient, and the report then contains only that customer's data. Anyone who wants to receive a report on the entire portfolio as an internal overview—for example, the latest updates from all customers sent as a PDF to their own email address every morning—would have to create a separate recipient for each customer and would receive a corresponding number of individual emails.

When manually downloading a report, the “All Customers” option is already available. The same option would also be helpful in the scheduling feature: a “All Customers” recipient that generates a single report covering all customers and sends it to the stored email addresses.

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Status

Completed

Board
💡

Feature Request

Date

About 1 month ago

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