Idea Details

More Flexibility in Scheduling Monthly Email Reports

Last activity 05-29-2019 11:42 PM
Justin_Kulikowski's profile image
07-06-2015 11:34 AM

Presently the 'Send Monthly' option is hard-set to deliver the report on the first Sunday of every month.


A drop-down needs to be added to this option to provide more flexibility in when the report is delivered, similar to the drop-down on the 'Send Weekly' option to choose the day of the week.


For example:


  • First Business Day
  • First Calendar Day
  • First Sunday (to carry forward the existing functionality)


08-29-2017 11:18 AM

CA PM 3.2 delivered improved flexibility when scheduling reports in CAPC.  You can now select the day of the month when scheduling a monthly report .

06-19-2017 12:56 PM

Jason demoed this functionality at our last end of sprint review.  It's planned for our next CAPM release.

01-31-2017 07:43 AM

Hi Jason, any news about this?

We really need this function!

09-12-2016 06:57 AM

Hi Jason, do you have some more details on your plans to deliver that ? This is currently a hot topic for our customer as well as we have numerous monthly scheduled reports from eHealth which we cannot configure in CAPC that way we used to. 


In detail we need the flexibility to add the day of the month AND having the option to choose "last Month" as a timerange instead of prev. 30 days as it states in online docs: "The data in the report reflects the previous 30 days". We cannot use this currently and customer have to configure monthly reports manually (Run dashboard, change timerange, send by Mail). 

01-19-2016 11:13 AM

Glad to hear that you're looking to improve the scheduling capabilities.

01-19-2016 10:28 AM

We are evaluating a project to deliver greater control and flexibility in CAPC Dashboard/Reports scheduling. Not specific version to note yet, but it's a key item in our overall product backlog.

01-18-2016 10:06 AM

I have a customer with similar requirement, he has to provide monthly reports to his customers on a specific day. The eHealth functionality could be used as a basis.

07-06-2015 01:17 PM

I'd also like to see the ability to email hourly reports.