Automated Recurring Reports for Clients and Tasks
We need the ability to schedule recurring reports for clients and tasks. Currently, if we want a monthly report on overdue tasks or a quarterly report with specific client information, there's no option to automate this. Implementing this feature would streamline a currently manual process, saving time and ensuring that we stay organized and up-to-date effortlessly.
6
votes
Pamela Albornoz
shared this idea
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Jana Boiman commented
This would be a great feature! If we can receive reports automatically based on a customized schedule, it would help us to maintain efficiencies and never miss a due date!