Function to Schedule Reports to be Emailed to Account User
It would be helpful to have the ability to have reports on a schedule and emailed to an account user for daily/weekly/monthly reporting.
Comments: 5
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30 Jun, '20
Erika Rheault Admin MergedIt would be helpful to pull data on a monthly basis around how many new donors were added in a month.
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01 May, '23
Savannah Henson MergedWhen we had ministrylinq we received emails with the names, dates, amounts and funds donated to within the past seven days. Having an option to build a report and have it automatically emailed to you for convenience would be excellent, especially for teams who dont need to access donordock.
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09 Jul, '24
Carolyn Koesterman Admin"Be able to setup and receive recurring emails for reports." (suggested by <Hidden> on 2020-06-30), including upvotes (2) and comments (0), was merged into this suggestion.
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09 Jul, '24
Carolyn Koesterman Admin"Automized and Emailed Weekly Transaction Reports" (suggested by <Hidden> on 2023-05-01), including upvotes (1) and comments (0), was merged into this suggestion.
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27 Jan
ClayAgreed - it would be great of some of the saved reports could be delivered by email on a regular basis. I use other platforms that offer this and it makes it very easy to quickly access/check information (without having to log in and navigate through DonorDock). Since some people who need the information are not the ones frequently using DD, it'd be a big step in keeping the right people informed.