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Last modified by Isaac Mejia on 2026/05/05 14:26
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2 = New Feature: Schedule Reports to Email =
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4 We’re excited to introduce **Scheduled Report Emails** — a powerful new way to automate report delivery and save time.
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6 == What’s New? ==
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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.
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10 == Why This Matters ==
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12 This feature is designed to increase productivity and reduce friction for club owners and staff by:
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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
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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.
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21 == Key Capabilities ==
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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
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29 This update gives you greater control, better automation, and more operational efficiency across your club.
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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#]]
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34 = New Feature: Save Your Favorite Reports =
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36 Finding your most-used reports just got easier.
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38 You can now save reports to your profile by clicking the **star** icon on the Reports page.
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40 == How It Helps ==
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42 * Quickly access your most frequently used reports
43 * Reduce time spent searching
44 * Create a more personalized reporting experience
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46 Your saved reports are tied to your user profile, making it easy to jump right into the data that matters most.
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