Function to Schedule Reports to be Emailed to Account User

14 votes

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.

Under consideration Suggested by: Alyson Presley (24 Mar, '22) • Upvoted: 09 May • Comments: 5

Comments: 5 Oldest | Newest | Most likes | Fewest likes

30 Jun, '20
Erika Rheault Admin Merged
It would be helpful to pull data on a monthly basis around how many new donors were added in a month.
01 May, '23
Savannah Henson Merged
When 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.
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.
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.
27 Jan
Clay
Agreed - 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.