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Workspace PS Web App & Platform
Categories Reports
Created by Brendan Radich
Created on May 3, 2025

RELATED IDEAS

Schedule System & Custom Reports

Scheduled ad-hoc reporting is useful, but the ad-hoc reports are extremely limited compared to what you can build in Crystal Reports. Ad-hoc reports will never replace our customized reports that we use for our weekly meetings, and it would save a lot of time if we could schedule those reports to run automatically on the morning of our meeting.

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  • Mercedes Green
    Jul 16, 2025

    We have very customized budget reports, as well as some dashboard reports that we'd like to email out to our managers monthly. It would also be helpful that the emails can be sent out to a distribution group instead of just emailing themselves.

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