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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 fr...
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.
