Subscription to a “Monthly” View

Database managers typically need a process to analyze monthly business results and notify co-workers about last month sales, expenditures, incomes etc. TeamDesk supports View Subscription functionality that allows to automate a process of generating reports holding a previous month data and sending them on a specified date and time.

Setup consists of two easy steps:

  1. Create a View that keeps the previous month data by applying the “Last Month” filter.

    You may create different ‘View’ types, so let’s look at Chart View illustration for example:
  2. As the last step, while establishing the ‘View’ Subscription, specify a day and a time when the report should be sent.

As a result, your colleagues or customers will start receiving monthly notifications on specified date and time.

Tweet about this on TwitterShare on Facebook1Share on Google+1