Scheduled Reports Emailed

[elynch]

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?

[Marty]

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