Email recipients of scheduled reports when complete

We are using scheduled reports - and I (as the creator) are getting email notification that the report had been sent. However the recipients are not getting an email - basically directing them to log into RE to see the report, or giving them a link direct to the report. They must log into NXT to see the alert - but the email would be great for those users who don't log into NXT on a regular basis.

  • Matt Haynes
  • May 8 2025
  • Reviewed: Voting Open
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  • Alicia Barnes commented
    24 Aug 13:56

    Every other CRM I have managed (5), was able to email the ACTUAL report in a pdf. Please add this!!


  • Robert Glass commented
    13 Aug 22:22

    Yes, this would be extremely helpful and the capability already exists for Dashboards.
    And it is done with other CRMs.

  • Terri Goon commented
    22 Jul 18:45

    Please! This seems like a normal function of any business software