Forum Discussion

JenniferKuhn's avatar
JenniferKuhn
Contributor 2
9 months ago
Solved

Automated Reports

Good day, 

Does anyone have a way to automate reports not available in the Report Scheduler? For example, I would love a report in my inbox each morning of the quotes approved or invoice payments from the day before for accuracy checks. 

 

Thanks in advance!

plumbing
reporting & business insights
reports
  • jade's avatar
    jade
    9 months ago

    Hey Jennifer! Thanks for the question. 

    Currently, we do not have a way to pull the Quotes Approved or Transaction List reports automatically through the report scheduler. As a workaround, I would recommend adding a task on the calendar for yourself or another employee as a reminder to pull these reports. 

    I have submitted your feedback to our Product Development team on including more reports to be available in the report scheduler! Thank you for the feedback. 

1 Reply

  • jade's avatar
    jade
    Jobber Support Team
    9 months ago

    Hey Jennifer! Thanks for the question. 

    Currently, we do not have a way to pull the Quotes Approved or Transaction List reports automatically through the report scheduler. As a workaround, I would recommend adding a task on the calendar for yourself or another employee as a reminder to pull these reports. 

    I have submitted your feedback to our Product Development team on including more reports to be available in the report scheduler! Thank you for the feedback.