Email Reports to Clients (for Pro)
I'll be generating weekly reports for all of my clients and would like to send them this report weekly. The current process will be very tedious to do this. Manually configuring the same report, generating the report in the new tab, downloading as a PDF, then attaching to an email.
It would be great as a way to share a weekly report directly to the client. Even URL based would be a happy compromise but the report generator uses the same URL scheme regardless of who the report is for.
Anything of this sort in the pipeline for Pro?
Hello @strakernutritionco ,
Thanks for the suggestion, I'll make sure that it's on our feature request list. It is a great idea that would make you and other pros' jobs easier!
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+1 — or any kind of automation / export / integrations... ?
+1. Any kind of automations / export / integrations in the works?