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    darkknight
    darkknightExpert ⭐️

    Schedule Internal report delivery directly from Report BuilderNew Idea

    This is related to comment exchanges that were posted on other community posts (and here) but I couldn’t find a specific post dedicated to it, so figured I would enter here. Please enable the ability to schedule the delivery of reports to internal email addresses directly from Report Builder.  Similar to how you can do this in Salesforce. I know Journey Orchestrator has the ability to email reports to internal Users, but it’s a very effort-heavy process when you just need the ability to recurrently email a report to executive leaders. WIth Journey Orchestrator, you have to (at a minimum)  build the report in Report Builder go to JO and create an Email Template to attach the report create a Program and Select your model create your source data set make sure you map any fields appropriately on steps 2-5 on the Participants Config (and save each one separately) go attach your template to the program model and map any tokens asappropriate  End the outreach  Publish the outreach Schedule the outreach This of course adds to the amount of clutter that will show in the Templates, Programs and Program Calendar.   In Salesforce, you have to create the report Schedule Future Runs Add a user/email. Done and done. There are so many extra steps required to this through a Journey Program.  It’s overkill. Please consider the user experience and the overhead required to develop and maintain for this use case. I was previously told by Product Management that they were going to take this up, but I haven’t seen/heard any updates, so I figured since there wasn’t a specific post (that I could find) I would add it.   @joseph_siudzinski