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    automate reports

    is there a way to automate reports? And then automatically email them?

    Re: automate reports

    There isn't currently a way to automate reports but we will add your vote to this feature request so thanks for asking.

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      Re: automate reports

      This would be awesome. I'd love to receive an automated report every month of accounts that haven't done any business in over a year, or opportunities that have been open too long. This would help marketing efforts tremendously.

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        Re: automate reports

        ...or expiring assets.

        Ideally, we could effectively use the dashboard for viewing relevant info.

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