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Reporting
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Reporting

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Reports - Ability to copy entire Report to a Dashboard
The ability to copy an entire report (all sections) to a Dashboard, not just a single section via the Template method
0
Reports - Set 'Not Scheduled' tab as the default/initial view
Ability to set the 'Not Scheduled' reports as the first view, as opposed to seeing 'Scheduled' first
0
Reports - Add/Remove page numbers
Ability to add or remove page numbers on reports
1
Reports - Different 'from' email addresses
Ability to send reports 'from' different email addresses based on the campaign
0
Reports - Create page breaks in between report widgets
3
Reports/Dashboard - Fixed Start Date with Auto-Updating End Date for Dynamic Date Ranges
Allow users to specify a fixed start date while the end date automatically updates over time. For example, a report starting from November 1, 2024, should extend dynamically each month, updating the end date accordingly
0
Reports - Change Font Size
Ability to make the Font Size bigger Change the font size of comparison percentages Make this an option that you can set as the default +1
6
Reports - Option to send a PDF instead of web-based reports
Send PDF report as an attached file +4 One agency has an automated process that sends a PDF directly into their CRM Scheduled PDF exports. +2
3
Reports - Export embedded content to PDF
presently embedded content cannot be exported in a PDF report.
6
Email - Dynamic fields for email subject line and body email
-ex. ability to show Month and year as dynamic fields in the subject line ("Monthly report January, 2022")
0
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