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Last modified by Isaac Mejia on 2026/05/05 14:26
From version 6.1
edited by Isaac Mejia
on 2026/05/05 14:26
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

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1 -WebHome
1 +Main.Feature Release Notes.Feature Release Notes - August
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1 -{{include reference="KBArticleHeader.WebHome"/}}
2 -= New Feature: Schedule Reports to Email =
1 +New Feature: Schedule Reports to Email
3 3  
4 -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.
5 5  
6 -== What’s New? ==
5 +What’s New?
7 7  
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.
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.
9 9  
10 -== Why This Matters ==
9 +Why This Matters
11 11  
12 -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:
13 13  
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
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.
18 18  
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.
19 +Key Capabilities
20 20  
21 -== 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.
22 22  
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
27 +
27 27  
28 -{{info}}
29 -This update gives you greater control, better automation, and more operational efficiency across your club.
30 -{{/info}}
29 +To view the Knowledge Base article, click here (insert KB article link)
31 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#]]
31 +
33 33  
34 -= New Feature: Save Your Favorite Reports =
33 + New Feature: Save Your Favorite Reports
35 35  
36 -Finding your most-used reports just got easier.
35 +Finding your most-used reports just got easier.
37 37  
38 -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.
39 39  
40 -== How It Helps ==
39 +How It Helps
41 41  
42 -* Quickly access your most frequently used reports
43 -* Reduce time spent searching
44 -* 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.
45 45  
46 -Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.
47 47  
48 -{{include reference="KBSupportCTA.WebHome"/}}