CPX xChange

Your vote matters! Tell us what you think will make CPX xChange even better! 

Schedule delivery of reports

It would be very helpful to be able to schedule regular generation and delivery by email of reports (canned and custom).

  • Guest
  • Oct 30 2018
  • Shipped
  • Attach files
  • Kevin Woods commented
    April 23, 2019 16:35

    In today's Ops launch and training with Heartland, this feature was discussed. HTFL would like to see the ability to create and schedule a report to be sent via email to the report creator.  Filters would include a day of the week, weekly, daily, monthly, etc...formats needed would also have to be expanded beyond csv and Excel to exports like PDF

    Attachments Open full size

Related ideas