Auto-emailed reports | Voters

Auto-emailed reports

Brent J

It would be amazing if certain reports could be auto-emailed to a user. Payroll hours, daily/monthly sales totals, monthly inventory values, low/no stock items, MSRP price changes, etc.

This would save a lot of time going through repetitive processes.

April 1, 2026

Stefan Moody

I did ask for this years ago but it was too tricky to set up. Perhaps things have changed... I've just finished generating and downloading over 50 reports, not many of them with the standard report settings. Most of them require a filter of some sort set. This is a weekly data set I have to download and is about 530MB. My daily downloads are about 30 files or so. 130MB.
It was suggested that I use the API to get the data but we dont have the knowledge to do that. I've tried but it's a different universe in there!
For me, the ideal option would be to click a link in Cloud Reports to 'Download My Custom Weekly Report Set' No ZIP, just a download of all the files in that Report Set. This way, the reports could be generated by Citrus Lime overnight at a quiet server time and I could download when needed.