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Status Under review
Categories Analytics & Reports
Created by Guest
Created on Jun 13, 2023

Enhanced Reporting - update schedules based on report changes

When enhanced reports are updated this update should flow through to the scheduler, including filters etc similar to the legacy reporting. If unique schedules are set with open criteria or changes to what the report is then it should provide some level of error or note to review the particular ones that vary. When you have multiple schedules for a singular report you shouldn't have to go into each one seperately to update as this is not productive.

What is the business process you are trying to achieve?

Streamlined updates for reporting to scheduled reports

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  • Erin Boomer
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    Sep 5, 2024

    When editing a report that is also scheduled, that the edits don't carry over to what is delivered. It's a poor experience to need to do this twice (or more!) and not an intuitive experience. I can understand the use case for these being seperate, so maybe when saving updates to a report, an alert can pop up that says "you have a scheduled report, would you like these updates made to the schedule?" or something like that, and then you can select which reports the updates apply to, and they can happen automatically. The manual process right now is repetitive and cumbersome.