New Release: Schedules, Templates, Emails

May 08, 2009

We are pleased to announce that the following new features were released this evening that enhance Custom Charts and Custom Reports:
  • Custom Report New Features:
    • Templates. You can now create and edit templates. Each new report that you create will automatically be made into a template. You can edit, delete, and schedule automated reports using templates. A list of your templates can be found under ‘Custom Reporting’ within the new ‘Report Templates’ tab.
    • Delete. You can now delete custom reports.
    • Scheduling with Email Out. You can now schedule reports to run automatically one time, daily, weekly, or monthly, starting on the date of your choosing at the time of your choosing. You can also assign email recipients for each scheduled report – the report will automatically be emailed to each recipient as a file attachment.
    • Zip Files. Downloads are now in zip format to accommodate very large reporting requests.
  • Charting New Features.
    • Scheduling with Email Out. You can now schedule charts to run automatically one time, daily, weekly, or monthly, starting on the date of your choosing at the time of your choosing. You can also assign email recipients for each scheduled chart – the chart will automatically be emailed to each recipient as a link to the chart.

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