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Schedule report to be emailed to someone daily

  • 1.  Schedule report to be emailed to someone daily

    Posted 11 days ago
    Is there a way to have a registration report (in Saved Reports) emailed automatically at a certain time each day? I see one can set up a report to run and stay in reports daily but I am not looking for that/or a snapshot. I want the most up-to-date registration report pulled/sent to a colleague who is a Cvent user. How? Possible?
    #ReportingandInsights

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    Tracy Wallace
    Event Manager
    BI Worldwide
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  • 2.  RE: Schedule report to be emailed to someone daily

    Posted 11 days ago
    I also would like to see this option. I asked about this some time ago and was told I had to add it to the portal and send the portal link. It was so much easier when we could set up reports that could be emailed daily.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 3.  RE: Schedule report to be emailed to someone daily

    Posted 11 days ago
    Yes, it would be. My colleague has access but doesn't use Cvent much, thus wants me to email her a report daily. It'd save a lot of work, if I could have it automatically set up. Putting them in a portal is asking them to do something.

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    Tracy Wallace
    Event Manager
    BI Worldwide
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  • 4.  RE: Schedule report to be emailed to someone daily

    Posted 11 days ago
    Exactly.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 5.  RE: Schedule report to be emailed to someone daily

    Community MVP
    Posted 11 days ago
    I could have sworn I added it to the suggestions section, but did not.

    I too have brought this up as a suggestions here.
    I recall bringing it up at Connect also. I think the issue was the amount of resources it would use.
    Can you imagine running reports on the hour along with thousands of other users? There would definitely be a lag.

    I run a financial report that looks at the previous day's registrations every day my registration is open.
    I have it scheduled to remind me.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 6.  RE: Schedule report to be emailed to someone daily

    Posted 11 days ago
    You do bring up a good point Steven. I can see how it could be a problem.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 7.  RE: Schedule report to be emailed to someone daily

    Community MVP
    Posted 11 days ago
    @Jayne Ferro Maybe cvent can limit how long the subscription is before it needs to be renewed. That way people don't set it and forget it.​

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 8.  RE: Schedule report to be emailed to someone daily

    Posted 11 days ago
    I would love to see this be a feature. 
    I'm sure there could be parameters set where it didn't create chaos on Cvents end. Pretty much all of my stakeholders are internal and have access to Cvent, but no one is willing to either run the report/click the portal link for themselves. 
    This would save so many man-hours over time.

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    Natalia Ramirez
    Trade Show & Events Planner
    Visit Orlando
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