Settings and activity
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12 votes
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Glen Smith
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7 votesGlen Smith
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680 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Glen Smith
commented
Keen to see this feature. I'd also like to see placeholders similar to repeating invoices to automate date ranges for reports when scheduled for the future. e.g. a placeholder to set the date range to start 3 months ago, finish end of month last month, etc
Glen Smith
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Add Contact Address, Phone number and Email fields to the report column selection for all reports related to invoices, quotes, etc where contact name is available. I send out reminders letters about preventative maintenance to my customers based on the anniversary of the invoice and currently we have to manually lookup the address for every customer which is very time consuming.