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joedalton's avatar
joedalton
7 years ago
Solved

Custom reports

I have a requirement to automate reporting which is straightforward.

However I also have a requirement to have the report include our company logo and use formatting of our choosing.

The idea would be to have these reports automatically generated and delivered to customers without manual intervention.

Hopefully this is a feature which I have yet to discover and if anyone has cracked it I would love to know the process.

automation
custom
logo
report
  • Kerry_DeVilbiss's avatar
    Kerry_DeVilbiss
    7 years ago

    Hi Joe,

    Depending on your formatting requirements, you might want to look into using Dashboard Reports; they can be scheduled, could have a logo embedded in an HTML widget, and can be delivered to whomever you choose.

    I'm not sure that this is exactly what you're looking for - but it might be worth some investigation.

    Regards,

    Kerry

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  • joedalton's avatar
    joedalton
    7 years ago

    Thanks very much Kerry. That opened up a world of possibilities and certainly does fulfill the requirement. 

  • Kerry_DeVilbiss's avatar
    Kerry_DeVilbiss
    Icon for Employee rankEmployee
    7 years ago

    Hi Joe,

    Depending on your formatting requirements, you might want to look into using Dashboard Reports; they can be scheduled, could have a logo embedded in an HTML widget, and can be delivered to whomever you choose.

    I'm not sure that this is exactly what you're looking for - but it might be worth some investigation.

    Regards,

    Kerry