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Last modified by Isaac Mejia on 2026/05/05 14:26
From version 2.1
edited by Isaac Mejia
on 2026/02/18 21:11
Change comment: There is no comment for this version
To version 5.1
edited by Isaac Mejia
on 2026/05/05 14:26
Change comment: There is no comment for this version

Summary

Details

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1 -Main.Feature Release Notes.Feature Release Notes - August
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1 -*** New Feature: Schedule Reports to Email ***
1 +{{include reference="KBArticleHeader.WebHome"/}}
2 += New Feature: Schedule Reports to Email =
2 2  
3 -We’re excited to introduce Scheduled Report Emails — a powerful new way to automate report delivery and save time.
4 +We’re excited to introduce **Scheduled Report Emails** — a powerful new way to automate report delivery and save time.
4 4  
5 -What’s New?
6 +== What’s New? ==
6 6  
7 -You can now schedule system reports to be automatically delivered to your inbox on a recurring basis. No more manually exporting CSVs or TXT files — your reports come to you, exactly when you need them.
8 +You can now schedule system reports to be automatically delivered to your inbox on a recurring basis. No more manually exporting CSVs or TXT files — your reports come to you, exactly when you need them.
8 8  
9 -Why This Matters
10 +== Why This Matters ==
10 10  
11 -This feature is designed to increase productivity and reduce friction for club owners and staff by:
12 +This feature is designed to increase productivity and reduce friction for club owners and staff by:
12 12  
13 -Eliminating repetitive manual downloads
14 -Delivering reports automatically via email on your chosen schedule
15 -Enabling “dummy integrations” — use scheduled report emails to connect with tools like Zapier or other automation systems
16 -Improving visibility into recurring processes across your organization
17 -If a report isn’t directly exportable through Member Manager integrations, you can now use scheduled email delivery as a flexible workaround to move data into your other systems.
14 +* Eliminating repetitive manual downloads
15 +* Delivering reports automatically via email on your chosen schedule
16 +* Enabling “dummy integrations” — use scheduled report emails to connect with tools like Zapier or other automation systems
17 +* Improving visibility into recurring processes across your organization
18 18  
19 -Key Capabilities
19 +If a report isn’t directly exportable through Member Manager integrations, you can now use scheduled email delivery as a flexible workaround to move data into your other systems.
20 20  
21 -Flexible Scheduling – Choose how often reports are sent via email
22 -On/Off Control – Clubs can enable or disable scheduled reports at any time
23 -Permission-Based Access – Control which staff members can create and manage scheduled reports
24 -Admin Oversight – View a centralized list of all active recurring report automations
25 -This update gives you greater control, better automation, and more operational efficiency across your club.
21 +== Key Capabilities ==
26 26  
27 -
23 +* **Flexible Scheduling** – Choose how often reports are sent via email
24 +* **On/Off Control** – Clubs can enable or disable scheduled reports at any time
25 +* **Permission-Based Access** – Control which staff members can create and manage scheduled reports
26 +* **Admin Oversight** – View a centralized list of all active recurring report automations
28 28  
29 -To view the Knowledge Base article, click here (insert KB article link)
28 +{{info}}
29 +This update gives you greater control, better automation, and more operational efficiency across your club.
30 +{{/info}}
30 30  
31 -
32 +To view the Knowledge Base article, click here: [[Knowledge Base article>>path:https://kb.membies.com/bin/view/Main/Configuration/Automatic%20Email%20Scheduled%20Reporting#]]
32 32  
33 - New Feature: Save Your Favorite Reports
34 += New Feature: Save Your Favorite Reports =
34 34  
35 -Finding your most-used reports just got easier.
36 +Finding your most-used reports just got easier.
36 36  
37 -You can now save reports to your profile by clicking the star icon on the Reports page.
38 +You can now save reports to your profile by clicking the **star** icon on the Reports page.
38 38  
39 -How It Helps
40 +== How It Helps ==
40 40  
41 -Quickly access your most frequently used reports
42 -Reduce time spent searching
43 -Create a more personalized reporting experience
44 -Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.
42 +* Quickly access your most frequently used reports
43 +* Reduce time spent searching
44 +* Create a more personalized reporting experience
45 45  
46 -
46 +Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.