With the Team Report Portal, you can easily see all the information on users, templates, POD files, schedule report runs and previously scheduled reports. Template uploads can be done individually or in bulk, with all templates centrally located and viewed for convenience. With all of the information you need at your fingertips, just imagine the dramatic change to your document automation process!
Easily assign roles with specific permissions and functionality to individual employees, ensuring that reports can be accessed by as many end users as you need while limiting access where necessary. Optimize the user experience for each team member by tailoring their views to the most applicable features. Aren't you ready for a cleaner UI and easier cross-team collaboration?
From basic scheduling to Cron settings, which gives an admin additional customer scheduling settings, users can configure their reporting scheduling to meet their specific needs. Configure your email options inside the scheduler to automatically send reports via email upon completion Just imagine—customize your schedule and ping! The document arrives to your email just when you want it.
Need a specific document on-demand? Not a problem. Run your ad hoc document one by one or select multiple templates and run them simultaneously. Choose the desired output format for each individual document to tailor the contents and results, even when running multiple documents. After all, what's the point of a document automation tool that doesn't get you exactly what you need, when you need it?