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[Reports] Preview Reports

0

When scheduling monthly activity reports for clients we should be able to preview the report in full detail when configuring the report template. ManageWP has an excellent reporting tool and would love to see a few more features which is included in their cheap offerings on this platform.

Fri, 6 Sep 2019 14:59:39
  • Dimitris Kalliris
    • Support Team Lead

    Hello there Carter Douglas

    Hope you’re doing well and I appreciate the request here.

    This is already discussed between our team and there’s already a task to introduce a “Review Report before sending” option. I’ve already pinged our growth team about this specific request and the status of it, I’ll keep you posted here as soon as there are any insights.

    Thank you,

    Dimitris

  • Dimitris Kalliris
    • Support Team Lead

    Hello Carter Douglas

    I want to share a workaround that some other members are following that could be useful. They always schedule a developer Report to be sent out a couple of days prior to their client Report so they can fix anything before the client Report runs. I understand that this will require a double amount of reports and some manual approval, hopefully, this will be automated like ManageWP in Reports v.2 though. :slight_smile:

    Thank you,

    Dimitris