Scheduled Reports | Eliminate Links to Reports & Instead Attach Report PDFs to Email OR Show Report Information in the Body of the Email
S
Sarah McDougall
PrimeSpace Storage is requesting this. From them:
"Our investors are growing frustrated that they don't have easy access to the reports and have to look in multiple areas/sometimes the link doesn't work on their phones if their not signed in, etc. even if it’s a version of the daily report, etc that has clear easy to read info in the pdf form attached."
Preferred Feature - Display Report Info in Body of Email:
PrimeSpace's former software (custom Sitelink for CubeSmart) displayed the report information in the body of the email. See attached images.
Second Choice Feature - Attach Reports to Email as PDFs:
If putting report info directly in email body is not possible, the next best way to deliver information to investors that they can easily open and view is by having any scheduled reports attached as PDFs to the Scheduled Reports Email.
S
Sarah McDougall
Tony Gardner
Shaina Cossairt
Tony Gardner Upvoting this request on behalf of Agua Dulce Storage. The emailed links are not working well because the links are not clickable when received in their inbox. I understand this is related to the Outlook account itself, but likely to happen with more users moving forward.
This is also needed for insurance providers. As of now the facility needs to either manually generate and send the report to the insurance provider, or needs to create a user for the insurance provider in QMS in order to access the report.