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Version 2.1 by Isaac Mejia on 2026/02/18 21:11
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1 *** New Feature: Schedule Reports to Email ***
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3 We’re excited to introduce Scheduled Report Emails — a powerful new way to automate report delivery and save time.
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5 What’s New?
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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.
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9 Why This Matters
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11 This feature is designed to increase productivity and reduce friction for club owners and staff by:
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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.
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19 Key Capabilities
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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.
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29 To view the Knowledge Base article, click here (insert KB article link)
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33 New Feature: Save Your Favorite Reports
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35 Finding your most-used reports just got easier.
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37 You can now save reports to your profile by clicking the star icon on the Reports page.
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39 How It Helps
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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.