Altru Ideas

Automatically generate and email daily/monthly reports

We would like to be able to set up a schedule of reports to be emailed, especially for daily reporting for our finance department, to save time. 

  • Gillian Armstrong
  • Nov 27 2018
Customer references Eric Hermann, Nicole Jabaut, Jason Preston, Gillian Armstrong
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  • Stephen Wuycheck commented
    October 31, 2023 23:08

    Did this ever get rolled out?

  • Jay Morgan commented
    December 02, 2022 14:52

    This would be a very helpful feature.


    Jay

  • Laura Chaney commented
    September 14, 2020 18:12

    Yes!! Both Tessitura arts management software and Sales Force allow you to set up and schedule reports. Each month, I would receive a pledge installment due report for invoicing and a fundraising report - this saved soooooooooo much time as I did not need to update the query dates each month and re-run my reports. This seems standard for other CMS managment, not sure why Altru is inflexible on this functionality.

  • Guest commented
    February 28, 2020 16:07

    It is really frustrating to have to bring the laptop home on the weekends to run reports. Could we please get this functionality added?

  • Lisa Dabney commented
    August 04, 2019 21:37

    This would be incredible! It is by far the best feature of eTapestry and it would be amazing to add to Altru. I'm surprised that more users are asking for this.

  • Guest commented
    December 27, 2018 19:03

    A scheduler for reports would be very welcomed at our org. Email and integration with Zapier or IFTTT so we can save to OneDrive, Google Drive, Box, Dropbox, et al.