Automated Reports (saved searches)
Automated reports. I'd like to be able to have WA automatically run the same report (or saved search) on the first day of the month. Relying upon a single person (or multiple people) isn't working because the 1st of the month isn't always a work day. We use reports to compare all kinds of things and this would be VERY helpful.
webmaster
shared this idea
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Jonathan
commented
This might not help everyone, but having access to reports in make.com could also help with not just downloading reports, but providing additional options, like sending a report to Slack
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Mary
commented
So it looks like people have been asking for Automated search and automated emails since 2018. Will WA put this on their list of things to do? I see that the webmaster shared this 02/23/2020, do we know where we stand with this?
Being able to set up a "Saved Search" and schedule it to run on a particular day and time along with the ability to send that/those reports to specific members would be a great time saver for all of us.
Please consider this "upgrade" request.
Thank you. -
C
commented
Also here is a similar request in case they can be merged - https://forums.wildapricot.com/forums/308932-wishlist/suggestions/34808887-autogenerate-and-email-income-reports
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C
commented
The ability to autogenerate and schedule reports would be a huge help.
Bloomerang has a good example of this feature. https://bloomerang.co/blog/new-feature-scheduled-reports/
