is there a way to automate reports? And then automatically email them?
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automate reports
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rmkc512
- 6
automate reports
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Support Team
- 7532
Re: automate reports
There isn't currently a way to automate reports but we will add your vote to this feature request so thanks for asking.
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linkupco
- 9
Re: automate reports
This would be awesome. I'd love to receive an automated report every month of accounts that haven't done any business in over a year, or opportunities that have been open too long. This would help marketing efforts tremendously.
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lpopejoy
- 942
Re: automate reports
...or expiring assets.
Ideally, we could effectively use the dashboard for viewing relevant info.
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