View-Based Report Downloads Update: Now Available for Recurring Reports

 Product Area: Reports & Analytics

 Impact of Change: New Feature

 Roles Impacted: All users with recurring report access

Description:

We've now extended the functionality to customise columns in reports to recurring reports!

What's New:

The ability to download only the columns in your current view is now fully available for:

• One-time report generation (launched previously)
• Recurring reports (newly added!)

This means your regularly scheduled reports can now be just as streamlined and relevant as your on-demand ones!

How It Works with Views:

Here's an important callout for those using recurring reports linked to specific views:

If you change which columns are visible in a view that has a recurring report linked to it, any new reports generated from that point forward will automatically reflect those changes

This means your recurring reports will always stay in sync with how you've customized your view

No need to recreate or reconfigure your recurring reports when you update your view preferences!

Pro Tip:

Take a few minutes to review your current recurring reports and the views they're linked to. Consider customizing those views to include only the most relevant columns - this will make all your future recurring reports more focused and useful!

How to Enable: This ferature is available in all workspaces - no action required!