I would love to replace our paper action, gift, and opportunity reports that we send to our gift officers for our prospect management team meetings with applicable Analyze dashboards. I see that currently I can only schedule an email report of the saved view to myself. It would be useful to be able to send these saved views in a report format to my development officers for regular review and as a prompt to the upcoming meeting. And I'd also like an added filtering option for the scheduling piece - I'd like to be able to tell it to send the PDF every x week STARTING at x date (like in Outlook). Currently, I can only set the intervals but I'm not sure when it will be starting, which might miss our meeting date mark.
There are several related ideas, all within the RE NXT idea bank, but this applies to FE NXT too:
Provide a managment [sic.] console for subscribed dashboard emails in NXT. ttps://renxt.ideas.aha.io/ideas/RENXT-I-761
NXT Analyze Email Scheduler Updater: https://renxt.ideas.aha.io/ideas/RENXT-I-1556
View schedule of dashboard emails. https://renxt.ideas.aha.io/ideas/RENXT-I-749
Manage, edit or delete email reports from NXT Analyze Dashboard: https://renxt.ideas.aha.io/ideas/RENXT-I-1572
Add a way to edit the email and recipients of the automatic dashboard https://renxt.ideas.aha.io/ideas/RENXT-I-1748
Schedule reports to be emailed in FE NXT https://financialedge.ideas.aha.io/ideas/FENXT-I-637
NXT Analyze email dashboard to someone else: https://renxt.ideas.aha.io/ideas/RENXT-I-402
We really need to be able to schedule it to send to multiple people as well. It would be great for our committee meetings.