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Attaching the report as PDF to the schedule emails

When scheduling a report, the email should contain the pdf (or file type of choice) as an attachment on the email. Saves from having to click on the link and login to get the report.

15 votes

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Nick Sirianni shared this idea  ·   ·  Report…  ·  Admin →
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Under Review  ·  AdminProduct Team (Product Team, Atera) responded  · 

Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

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  • Var Ashpakhyan commented  ·   ·  Report

    this link to view reports is not even working. Im having problems with all reports that show up with this report link. report does not open. Do not have time to login and generate reports every time. Automated should have pdf file attached for easy quick viewing.

  • Stephen Schillinger commented  ·   ·  Report

    I see that this has been sitting for a while without any updates.
    I would love to see this feature so that I can automatically send reports to VIPs so they can easily see the state of things.
    Exporting all of these by hand takes forever and should just be a check box on the schedule.

  • Michael Zull commented  ·   ·  Report

    This is critical, our reports are how we justfiy what we charge and we need this to be an automated and easy process.

    I would never send automated emails from Atera directly to a client and ask them to click links and review. They need to go to me first to review and then be sent to them from my organization.

    As of now downloading individual reports to send to the client is untenable and takes me hours and hours to do, just make it so the schedule report attaches the PDF to the email please, so I can then review and send.

    Love the progress Atera is making though, thanks gang!

  • Mike van Houwelingen commented  ·   ·  Report

    This is a critical feature as the email doesn't even contain the report name as of today. You only get a simple email telling there is a report, no identifiers or attachments whatsoever.

  • Nick Sirianni commented  ·   ·  Report

    When scheduling a report, the email should contain the pdf (or file type of choice) as an attachment on the email. Saves from having to click on the link and login to get the report.