Can you create report templates to ensure that they are run the same way each time? Or automated reports to be run the same time on a cyclic basis?
Can you create report templates to ensure that they are run the same way each time? Or automated reports to be run the same time on a cyclic basis?
I forgot to add, there are some folks using API integration to do some of this in other systems like Tableau, which may be another reason we don't see it as a native function.
Here is some discussion about that which may help:
Heidi
Hi ROBERT STOWE,
At this time, no, this feature isn't available, but I'm having some deja vu here...
In case anyone is browsing and looking for more information on reporting, here are some resources:
I think the idea closest to this is here, but my gut tells me you're looking for something different Building Unique reportsIf that's the case, it may be worthwhile to submit this as an Idea How does the feature idea process work in the Bridge Community?
I've used other LMS programs that had the kind of functionality you're talking about where a custom report could be created, scheduled, and automated to be emailed out to whoever. Bridge is all about simplicity and end user experience, which is why we all love it. This is one of those features that definitely walks the line of complexity, which may be why we don't see it. I can't describe any of my experiences in setting up that kind of custom reporting as easy. Worse, I still had lift on my end to translate the report to my stakeholders so it was a big victory getting buy in for Bridge's automated Manager reports. There are definitely many use cases for a feature like this though.
Other related Ideas and topics that may be of help:
I hope this helps,
Heidi