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How to Generate Automated Daily Reports

Deb Nells-Porter
Deb Nells-Porter ✭
edited 12/09/19 in Archived 2016 Posts

I have created reports which I need automated to run daily; is this functionality available? If yes, what is the process?

 

Thanks!

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  • Brett Evans
    Brett Evans ✭✭✭✭✭✭

    If you create a report (under the Create New button)and have it pull info from a set of selected sheets the data is always live.

     

    If you need the report sent to someone, you can set it up to be emailed to peolple on a specified period.  Daily, weekly, twice a week what ever is necessary.  But the best practive is to train users to get online to see the live data.

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  • Deb Nells-Porter
    Deb Nells-Porter ✭

    Thank you!

     

    If I am running a report with a condition of a Start Date or End Date as of Today, will the report update to the new daily date? For example, my current reports are Past Due Tasks with End Date prior to Today (10/18/16); will the report update the selected Criteria of Today when run tomorrow to 10/19/16?

     

     

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