Automatic Report / Email Generation for Key Information (PALMS, Power of One, Certifications)

Mrs. Jennifer Dalton

November 06, 2019 01:54

Is it possible to automatically send reports to members? For example:
1) PALMs to each member the first day each month for the last month?
2) Leadership Team Reports for the Monthly Success - Chapter Traffic Lights, Membership Dues, Chapter Roster Report, Visitor Report, PALMS for last 3 months - send these also the first day of the month, or the first day possible in the first week of a month to the Leadership Team?
3) Power of One Report to each Member? 
4) When a Member completes training - especially for leadership - an automated email with the certificate should go to the Executive Director team - make everyone's lives easier.

Or at least make them available on the app with a pop up notification that the report is ready - although the email could be more effective. This would save time and make reports easily available for members. Maybe there is an option to make it automated?

1

• Official comment

  

  Jeremy Walsh

  November 21, 2019 19:08

  @jennifer - thank you so much for this suggestion. We have several requests for reporting, and report delivery, on our list and are adding your comments here as a "vote" for further prioritization.  Have an amazing weekend!

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