Enable Distribution Of Professional Looking Reports
Currently the design of reports are limited and the only way to view them is be a logged-in user of the application. Unfortunately, reports are most commonly created for people in different departments, bosses and/or partners/customers outside of the organization. Currently, there is no way to distribute a report to all of these stakeholders. I propose that reports functionality be enhanced to enable them to be exported as PDFs, shared as an html page via unauthenticated link, and/or other methods of sharing reports with people that do not have direct access to the application.
Scheduled shares has been released! This new feature will allow you to send TrackVia views on a timed basis to both users and non users!
We really need this function. In addition, many of our reports need to include data from several different tables. I think if I could create a PDF of a dashboard page I could create the kinds of reports that I need. Most of my users are volunteers who don't have the skills for tools to use TrackVia online, so I need to be able to print them out. This is a time consuming process involving downloads and reformatting a boatload of reports multiple times a day. Jay is on to something I think would really help me
PDF exporting would help to solve the printing dilemma as well. I hope this feature is added soon! I created my app to reduce repetitive data entering from our old system, but now I am forced to create reports manually... bc there isn't a convenient option to share with others.
Jake Marwil commented
This is certainly a useful feature. Many times users have a need to share data with non-TrackVia users, and allowing public sharing via exporting to PDF, web-links, among other options would help solve this. We will pass this info along to our product team so that we can get this feature into the product hopefully soon. We appreciate the feedback and please let us know if you have any further questions or comments as it helps shape the product.