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Submitted

Send reports automatically on a preset time

Lucas Democh
Ezequiel Souza
marcosmelo
luiz.mendes
  • Lucas Democh
    Lucas Democh
  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
  • luiz.mendes
    luiz.mendes

bart-batselier

Creating reports is already possible. You can download the report or mail the report.

I create different reports for different purposes and different people and would like to automate the flow.

Suggestion here : to send the report automatically by mail to certain persons on a certain (fix) time (f.ex weekly or monthly..)

14 replies

bart-batselier

I’ll reply on my own post → maybe use the automations like this -> Recurring activity + action send report x


Janaina_Barreto
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That’s an excellent idea! It would be extremely useful.


Janaina_Barreto
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ivan.novofoco
Forum|alt.badge.img+10
  • Pipefy Certified Partner
  • 136 replies
  • May 31, 2021

Good idea!


Giovanni Basso
Pipefy Staff

Thank you, @bart-batselier for yet another feedback. :slight_smile:

We already have this improvement mapped in our backlog. We have had many customers asking for a recurrent report sending action for automations, and we will very much probably do it. I just don't know yet when, so I will forward this to the product manager responsible for reports ( @Rodrigo Leite ).

regards,

Giovanni Basso

Product Manager @ Pipefy


Giovanni Basso
Pipefy Staff
Updated idea status New → Submitted

bart-batselier

@Giovanni Basso @Rodrigo Leite 

Thanks for picking this one up, this will certainly bu useful for more customers of Pipefy as well!


gabrielritchie

I have a customer who asked this today. They would like to automate report running.


joaogalhardo
  • New Participant
  • 7 replies
  • August 19, 2021

That’s an excelent idea. Looking forward for this feature!


tsartori
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  • Superuser
  • 157 replies
  • August 19, 2021

Thats really is a good idea

Nice one


bart-batselier

@Rodrigo Leite @Giovanni Basso 

Hi team, is there any news on this topic?

I think it might help a lot of your customers ?


Rodrigo Leite
Pipefy Staff
  • Product Manager
  • 42 replies
  • December 17, 2021

Hi @bart-batselier thanks for mentioning this topic.

We have some improvements that the product team is discussing regarding the evolution of our Automation platform and this is really a good idea. I'm going to include it as well in our list of improvements. :blush:

 

Thanks


mhouse
  • Regular Participant
  • 4 replies
  • February 7, 2022

This would be incredibly useful to have. Any news?


Nicole Chiroli
Pipefy Staff
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The following idea has been merged into this idea:

All the votes have been transferred into this idea.

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