Skip to Content
Last modified by Isaac Mejia on 2026/02/19 15:34
From version 3.1
edited by Isaac Mejia
on 2026/02/18 21:13
Change comment: There is no comment for this version
To version 1.1
edited by Isaac Mejia
on 2026/02/18 21:10
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,45 +1,46 @@
1 -= New Feature: Schedule Reports to Email =
1 +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.
3 +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? ==
5 +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.
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 8  
9 -== Why This Matters ==
9 +Why This Matters
10 10  
11 -This feature is designed to increase productivity and reduce friction for club owners and staff by:
11 +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
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.
17 17  
18 -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.
19 +Key Capabilities
19 19  
20 -== Key Capabilities ==
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 21  
22 -* **Flexible Scheduling** – Choose how often reports are sent via email
23 -* **On/Off Control** – Clubs can enable or disable scheduled reports at any time
24 -* **Permission-Based Access** – Control which staff members can create and manage scheduled reports
25 -* **Admin Oversight** – View a centralized list of all active recurring report automations
27 +
26 26  
27 -{{info}}
28 -This update gives you greater control, better automation, and more operational efficiency across your club.
29 -{{/info}}
29 +To view the Knowledge Base article, click here (insert KB article link)
30 30  
31 -To view the Knowledge Base article, click here: [[Knowledge Base article>>path:INSERT_KB_ARTICLE_LINK]]
31 +
32 32  
33 -= New Feature: Save Your Favorite Reports =
33 + New Feature: Save Your Favorite Reports
34 34  
35 -Finding your most-used reports just got easier.
35 +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.
37 +You can now save reports to your profile by clicking the star icon on the Reports page.
38 38  
39 -== How It Helps ==
39 +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
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.
44 44  
45 -Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.
46 +