📊 Step-by-Step Guide + Video to Automate Your Report Distribution

[judy.correia]

Hi Jonathan - Here is an item suggested on our Feedback Forum. If this is the type of functionality you are looking for then you are in luck, it’s on the roadmap! If it isn’t feel free to add your suggestion and our Product Planning team will review!

[tom.kennedy]

Thanks for making this informational video!

[jacquie.schmidt]

Great video, George!

[joe.scheidecker]

a little time investment up front saves us a ton of time every month. if you’re not using report binders, you should be!

[kate.schrimper]

Thank you for sharing!

[katherine.pitchers]

Great resource find - even though the comments are older here I’m happy to have stumbled upon the downloadable PDF to share with my growing team.

[alexandra.bengtson]

We currently have a few report binders set up but I definitely want to create more. Thanks for the step-by-step guide!

[nicholas.conley]

Awesome work here, thank you. We currently share reports in other ways, but this is great to know!

[sammil.hossain]

We use an automated report distribution report binder. Our report binder combines multiple report templates and an excel file.

[mitch.krohn]

Thanks for the useful information here.

[mario.riley]

Thank you so much for this super helpful!

[heather.cooper (Heather HospodarCooper)]

Great information. We are beginning to look at report distribution. Currently, we have our users trained in a self-serve manner.

[nathan.matt]

This was a helpful refresher, thanks for the video!

[donna.ferrante]

Was looking for more tips and tricks to pass along to new staff…this is a good one! Thanks!

[david.mueller]

Thanks for the useful information here

[justin.parks]

Helpful given our reporting group

[ray.wong]

Thank you so much for this super helpful!

[alexis.risser (Alexis Wenger)]

Im always thankful for a time saving process!