Disable automatic monthly/quarterly reports
C
Cereeno Read
This is a much needed feature. Customers that receive the monthly report just see the quarterly report as obsolete.
A
Abbey Jo Leyendecker
Merged in a post:
Disable Quarterly Reports
M
Matt Wilson
I'm planning to start sending monthly reports to my customers, but noticed that the Quarterly reports are coming through at the same time which are redundant. I'd like to be able to disable Quarterly reports in favor of monthly only.
C
Charlie Coutts
Just to clarify, are you saying that you'd like to choose whether a report recipient receives a) ONLY the monthly reports, b) ONLY the quarterly reports, or c) both?
If so, I came here to request the same thing. My client asked to no longer be sent the monthly reports as she already gets the quarterly ones anyway.
Autopilot
Merged in a post:
Configurable organization report frequency
M
Martin Straub
At quarter-end, organizations receive a month-end AND quarter-end report - which is one too many. Please add an option to change report frequency to monthly only or quarterly, instead of both by default.
C
Corey DeGrandchamp
Indeed, this should be a feature -- our customers just end up confused why they get 2 reports at once. Would love to simply disable quarterly and only give them monthly reports.
A
Angus McLean
Also the opposite of this, quarterly only reports