NewsSoftware EPASS Reports: Scheduling, Distribution, and BurstingMar 22, 2022
Welcome back to part two of our Intro to EPASS Reports! In our previous post, we introduced you to EPASS Reports; our web-based reporting tool that can give you the flexibility to view your reports from any device. We also highlighted 3 powerful features that will take your business reporting to the next level: Bookmarking, Favorites, and History.
One of our design goals with EPASS Reports was to develop features that would work together to save our customers time and needless work. Today, we’d like to highlight three unique features of EPASS Reports that do exactly that. Introducing Scheduling, Distribution, and Bursting!
#1 – Scheduling
There are probably several reports that you run daily, weekly, and even monthly. How do you remember it all? Sure, you could use Outlook or even Post-It® Notes to remind yourself, but you would still need to take time out to run and collect the reports. Instead, automate those tasks with EPASS Reports Scheduling. You can create your report schedule in EPASS Reports and tell it which reports to run and when. It prepares your reports at your selected times and has them waiting for you to view at your convenience. Take report scheduling off your to-do list and let EPASS Reports do it for you!
#2 – Distribution
Your staff need access to reporting data to be successful, but how do you make sure that they get it? An email attachment? A thing of the past with EPASS Reports! Make sure your teams actually get the information they need to be successful by having EPASS Reports distribute it directly to their own EPASS Reports account. When you run a report, you can select which individual or team should receive it. And by combining Distribution with Scheduling, your reports are always sent on time and never get “lost in cyberspace”!
#3 – Bursting
Speaking of getting the right data to the right people, let’s talk about Report Bursting. Bursting is the process of running a report once, and producing a unique set of data for each recipient. In other words, if you’re running a report like OUTSTANDING INVOICES, instead of sending the full report, you could “burst” the report and send a customized version to each of your sales reps. They only receive the data that is important to them, saving them the time of sifting through pages of irrelevant data. Bursting also saves you time, as you no longer have to run the report once for each sales rep!
Making sure the right information gets to the right people, at the right time, can make all the difference when it comes to the success of your business. Scheduling, Distribution, and Bursting are three key features of EPASS Reports that can work together to save you and your staff time and work.
But that’s not all! There’re still more EPASS Reports features that we want to share with you in our next blog post, such as how you can seamlessly incorporate your custom Crystal Reports! Stay tuned!