Automated Report Naming & Directory Saving
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Michael Smyth
REPORTS are managed by account managers. They either export to PDF or schedule to be sent to 1 internal email. The team currently has to manually rename and save monthly reports for all of their 150+ clients, whether from scheduled email or PDF Export of Reports. This process is time-consuming. They need reports to be saved with custom file names and ideally to a customer-specific folder, which would save significant time and effort. If this is not addressed, it breaks the purpose of automating the scheduled Reports and substantially diminishes the value of using MSPbots.
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Marcelo Clare
Hi Micus, I think this sounds ok but I have sent it to the AM's to get their view.
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Marcelo Clare
Hi Micus. Yes I think the AM's are happy with this too. Regards Michael
Micus
Hi Michael Smyth,
I think we can adjust the scheduled report function slightly:
- Instead of generating all reports and sending them out directly, we can generate the reports and keep them in our app.
- The file names would include the client names for easy identification.
- These reports would be saved on our server for a certain period, allowing AMs to download the generated reports directly from the schedule logs.
Would this work in your case, please?