Wiki source code of Feature Release Notes - February
Version 3.1 by Isaac Mejia on 2026/02/18 21:13
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3.1 | 1 | = New Feature: Schedule Reports to Email = |
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3.1 | 3 | We’re excited to introduce **Scheduled Report Emails** — a powerful new way to automate report delivery and save time. |
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3.1 | 5 | == What’s New? == |
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3.1 | 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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3.1 | 9 | == Why This Matters == |
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3.1 | 11 | This feature is designed to increase productivity and reduce friction for club owners and staff by: |
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3.1 | 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 | ||
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1.1 | 17 | |
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3.1 | 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. |
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3.1 | 20 | == Key Capabilities == |
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3.1 | 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 | ||
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1.1 | 26 | |
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3.1 | 27 | {{info}} |
| 28 | This update gives you greater control, better automation, and more operational efficiency across your club. | ||
| 29 | {{/info}} | ||
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1.1 | 30 | |
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3.1 | 31 | To view the Knowledge Base article, click here: [[Knowledge Base article>>path:INSERT_KB_ARTICLE_LINK]] |
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3.1 | 33 | = New Feature: Save Your Favorite Reports = |
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3.1 | 35 | Finding your most-used reports just got easier. |
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3.1 | 37 | You can now save reports to your profile by clicking the **star** icon on the Reports page. |
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1.1 | 38 | |
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3.1 | 39 | == How It Helps == |
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3.1 | 41 | * Quickly access your most frequently used reports |
| 42 | * Reduce time spent searching | ||
| 43 | * Create a more personalized reporting experience | ||
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3.1 | 45 | Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most. |