Feature Requests

Customer would like to have the shareable link in the custom reports set to expire

"to send a scheduled report to account managers with data on all of their particular managed clients, I have to add them as contacts in each company and mark them important so they show up in the Contact List. Doing that is messy. We need a way to say, "Send a report with data on all of these different clients to this one individual, on this schedule."

Enable scheduled reports to be embedded directly into the body of an email, showing the key data (e.g., tables, scorecards, KPIs, charts) without requiring the recipient to open a PDF or click a link. Fully automated (no manual copy-pasting) Supports key report components (e.g., tables, scorecards) Format should be responsive and clean across email clients

Client requested to be able to schedule CSV files to be sent regularly instead of PDFs

Create a feature for scheduled report to notify client if the report did not send or having issues with outgoing email .

Clients hope a function that would allow to easily view the past reports sent to their clients.

Client would like to send an image of dashboard embedded in the body of the scheduled report instead of as an attachment.

The client wants it to be fixed paragraph width Suggested to press enter before the word the client wants to start it with but there's issue with the spacing Suggested to raise a feature request to add Spacing setting in the snapshot email message part

Client requested to add more loggings/details such as failed reason, failed datetime for scheduled reports.

The client reported that the time listed in the log for the per member report is incorrect. The sending time of the per member report is correct though.