Ability to Schedule a Report/Dashboard to Run Every X Days/Weeks/Months - Ideas - Salesforce Trailblazer Community
Trailblazer Community

< Back to List

Post an Idea

All Ideas

Idea Details

Upvote Downvote
Post an Idea
9,800  Points
Open
Idea has been posted. Give it an upvote or downvote.

Joanna Iturbe

Ability to Schedule a Report/Dashboard to Run Every X Days/Weeks/Months

Operational Reporting

Currently, we have the option to schedule a report or dashboard to run and be emailed to users/groups every day, week or month; however, there's no ability to schedule a report to run every X days/weeks/months.  For example, if you want a report to be run every quarter, there's no option to make it run every third month.

Being in Higher Ed, we often have the need to run a report every semester.

Currently, when you select daily, weekly or monthly, it gives you the option to select:

Every weekday vs. everyday:
Daily   

Multi-select which days of the week:
Weekly   

The day of the month or the 1-5th weekday of the month:
Monthly

I'd like to update it so that when you select daily, weekly or monthly, you can select:

Daily:  Every 1st through 7th day.  So, if I want to receive the report every 3rd day, regardless if it's a weekday or weekend.
Weekly:  Every 1st through 5th week.  So, if I want to receieve a report every 2nd week, independent and in addition to the day of the week.
Monthly:  Every 1st through 12 month.  I want to receive a report on the 15th of August (for the fall semester), January (for the spring semester) and June (for the summer semester).  Or, I want to receive it on the 1st of every quarter (January, April, July, October).

Merge Idea · Flag

Joanna Iturbe

5 years ago

9,800 Points Open
Idea has been posted. Give it an upvote or downvote.
986 Votes

| 8 Merged Ideas

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

No results found.

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.