Settings and activity
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9 votes
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Glen Smith
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7 votesGlen Smith
supported this idea
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565 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
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
supported this idea
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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.