Improvement
New
Other
November 05, 2024
Schedule reports in-app and send reports via API
Vendors can now automate report delivery by scheduling report send-outs via email or API, either for themselves or specific teammates, streamlining access to essential data and saving time.
Only saved reports can be scheduled, allowing vendors to schedule exports for specific dates or on recurring cadences. Reports can be directed to individual teammates or kept private while a list of all planned exports can be viewed anytime for easy review and management. Scheduled exports can be edited, disabled, or paused at any time, ensuring full flexibility, and exports will automatically stop if a company churns or if the intended recipient is no longer part of the team. Learn more about scheduling and sending reports here.