Feature Focus – The Report Scheduler
Incorporating software to capture your data proves advantageous only when you can readily access in a format that is useful to you and being able to do so, in a timely matter.
The LD-Modular suite offers a solution in the form of the Report Scheduler.
The Report Scheduler is a valuable tool, empowering you to configure and schedule reports according to your preferences and the relevance of the data. For instance, you can opt to receive weekly reports showcasing transactions for the preceding month, culminating 'yesterday.'
Once set, the report server diligently generates and dispatches the reports via email at the designated times. This streamlined process not only saves valuable time but also translates to savings—time, after all, equates to money.
No need to repeatedly configure scheduled reports; the report server automatically adjusts the delivery and parameter dates, seamlessly slotting them into the queue for subsequent weeks.
Features include:
- Sending to multiple recipients with an auto BCC to a backup mailbox
- Batch functionality for delivery of documents, for example – an invoice run, where each document is the batch goes to different recipients. (See our article: Invoicing out of ConNote)
- Rollover capabilities for both the date to send the report and the date parameters for the data
- Option to schedule reports indefinitely or set a specific end date
- Output formats in either PDF or Spreadsheet
- Customizable email templates accompanying the reports
- Edit facilities for both the schedule and the report parameters
- Plus, additional features for enhanced usability
Wouldn't it be a relief to have such a system optimize your workflow? We can make your day better. Don't hesitate to reach out for further information!