Open Forum

Hi All - 

Posting this in the general open forum discussion - in hopes to get this upvoted.

https://community.cvent.com/idea/scheduled-reports-automatically-email-to-other-users#ItemCommentPanel

For those who may not be aware, when you schedule a cross event report that you and others have access to, the schedule and notification is only created for you.  The rest on the distribution list, will not get a scheduled notification.  They will need to go into Cvent and schedule themselves if they want to receive on a regular cadence.

Thanks and have a great day!

#ReportingandInsights

------------------------------
Rebecca Yousif
Senior Administrator - Event Technology
------------------------------

Hi Rebecca,

Hope you are well!

That is absolutely correct! The  option to schedule a report is for the user themselves.

If any user wants to share the report with others, they can publish it to Access Portal and give the access to the report to others. By default, the Account Administrators will have access to all content and portals. To give access to other users you will have to add them as guests within the portal and then give them access to the reports. 

Refer to the following articles on Access Portal for your reference :

Creating an Access Portal or Public Website == LINK : : https://support.cvent.com/s/communityarticle/Creating-an-Access-Portal-or-Public-Website?is_article=true&lang=en_US&searchFor=access%20portal

Publishing a Report to Access Portals == LINK : : https://support.cvent.com/s/communityarticle/Publishing-a-Report-to-Access-Portals?is_article=true&lang=en_US&searchFor=access%20portal

Using the Access Portal or Public Webpage Site Designer== LINK : : https://support.cvent.com/s/communityarticle/Using-the-Portal-or-Public-Webpage-Site-Designer?is_article=true&lang=en_US&searchFor=access%20portal

Setting Up the Requests and Events Widget in Access Portals == LINK : : https://support.cvent.com/s/communityarticle/Setting-Up-the-Requests-and-Events-Widget-in-Access-Portals?is_article=true&lang=en_US&searchFor=access%20portal

I hope this helps.

------------------------------
Raashi Semwal Khati
Senior Quality Analyst
Cvent
------------------------------

What is really needed is a schedule report that is automatically created and emailed rather than having to log in.

------------------------------
Steven Schlossman [Designation]
Jack of all trades. Master of none.
BMW Car Club of America
------------------------------

Hi Steven,

Hope you are well!

Currently, even if you schedule a report for yourself, which will send an email with the link, the system will still ask you to login to Cvent to access the report.

The option to simply run the report through the link without logging in is not yet available.  I understand your perspective and apologize for any inconvenience. But, it sounds like a great feedback. I suggest you to post this as an Idea/feedback for our product team by going to Cvent Community > Participate > Product Ideas. 

------------------------------
Raashi Semwal Khati
Senior Quality Analyst
Cvent
------------------------------

Original Message:
Sent: 02-01-2024 11:26
From: Steven Schlossman
Subject: For all those who create and schedule reports for others - please upvote

What is really needed is a schedule report that is automatically created and emailed rather than having to log in.

------------------------------
Steven Schlossman [Designation]
Jack of all trades. Master of none.
BMW Car Club of America
------------------------------