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Status Shipped
Categories Analytics & Reports
Created by Mark Evans
Created on Sep 5, 2025

Enhanced report - rename output file

have the ability to name the report when it is sent out

either the name of the enhanced report or a name in the schedule

What business value are you trying to achieve?

Allow us to deliver a named report - named reports are very important so you know what it is you are opening

also makes it easier to save the report without having to rename it

Legacy reports allows us to deliver the report with a specific name - the name of the report

Enhanced does not allow this - it is called "report" date and unique report identifier number

  • Attach files
  • Mark Evans
    Oct 30, 2025

    Love it!

  • Admin
    Rebecca Achilleos
    Oct 30, 2025

    Development has been completed to the file naming convention for scheduled attachments - the new format now includes the report name to improve clarity and file management. Read more on the Knowledge Portal

  • Caroline Bennett
    Sep 8, 2025

    I agree, this would be so helpful! I have people ask me to rename the file in scheduled reports all the time, and I'm not able to. We need the ability to name the actual file, not just the schedule/subject line. I've started including the name of the report in the email body, but that doesn't help much when you have 6 files open and all of them are a string of letters and numbers.