Copy Report Setup/Configuration Option?

[ckobayashi]

Is there a way to copy a scheduled report to conserve setup steps? We are sending 7 daily reports to our team leads and this means I need to set up 5 reports sending weekly for each day of the work week.

This gets very tedious. If I could copy the report configuration and simply change the report Name and Frequency that would make things go a lot faster.

Thanks in advance!

 

[ChrisC_3CX]

Hey @ckobayashi,

There's currently no way of copying a scheduled report in the manner you describe, but why not use the "Daily" frequency? Is it just to avoid sending the emails on weekends as well?

 

[ckobayashi]

Yes, we want to avoid sending emails unnecessarily. We have a lot of reports running and having these reports during the weekends creates unnecessary clutter.

 

[cobaltit]

I suggest they use the rules/filtering available in their mail client to see if that can help.