on 17-07-2018 12:23 PM
on 17-07-2018 12:23 PM
Is there any way to set up a report, like Settlements by Settlement Date with the report criteria pre-filled to automatically run on a daily basis and be sent to my email address?
on 23-07-2018 03:36 PM
on 23-07-2018 03:36 PM
Hi @elynch,
No, unfortunately we don't currently have such a capability. But I like the idea. I'll add it to our list for future consideration.
For visibility of upcoming settlements, if generating the report is a bit tedious, maybe consider sorting your dashboard by the Settlement Date &Time.
Thanks,
Marty