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Version 3.1 by Isaac Mejia on 2026/02/18 21:13
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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
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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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20 == Key Capabilities ==
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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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28 This update gives you greater control, better automation, and more operational efficiency across your club.
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31 To view the Knowledge Base article, click here: [[Knowledge Base article>>path: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
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45 Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.