We’re excited to introduce our new Report Scheduler feature, designed to simplify your reporting processes and ensure timely delivery of important information.
This new feature allows permissioned users to effortlessly schedule and send reports to any Prompt user as well as download these reports for distribution.
Why Use the Report Scheduler?
- Effortless Automation: Say goodbye to manual report distribution. The Report Scheduler automates the process, saving you time and effort.
- Timely Updates: Ensure that your team stays informed with scheduled reports delivered on a cadence of your choosing.
- Customizable Reports: Tailor reports to your specific needs by applying filters such as department, standards, and status.
- Enhanced Collaboration: Share reports with multiple recipients, facilitating better collaboration and decision-making.
How Does It Work?
- Permissions: The Report Scheduler is available to all with admin permissions, including Prompt Admin, admin, and general users with reporting access.
- Schedule Reports: Easily schedule reports with a few clicks. Define the report’s name, select the desired filters, and choose the frequency of delivery.
- Recipient Management: Add unlimited email addresses to ensure that the right people receive the reports.
- View Scheduled Reports: Keep track of all scheduled reports in one place for easy management and monitoring.
Ideas for Use
Performance Tracking: Track departmental performance over time to identify trends and areas for improvement.
Compliance Monitoring: Ensure compliance with standards and regulations by regularly monitoring relevant metrics.
Status Updates: Stay updated on the status of projects, documents, or tasks with regular reports.
Whether you’re tracking departmental performance, monitoring compliance, or staying updated on project statuses, the Report Scheduler offers a convenient solution. Experience the efficiency of automated reporting with Prompt’s Report Scheduler or book a demo today.
