🚀 What’s New: Schedule Reports for Other Employees

You can now create scheduled reports not only for yourself, but also for other employees — making report management more flexible and efficient.

🔑 Key Enhancement: Create Scheduled Reports for Others

Previously, scheduled reports could only be created for the logged-in user.

Now, users with the ReportScheduler role can create scheduled reports on behalf of other employees.

What’s included:

• A new “Create For Employee” column has been added
• The employee list displays the associated user names only when the logged-in user has the ReportScheduler role
• The default value is NA
• If no employee is selected (NA), the schedule is created for the logged-in user
• You can select an employee to assign the schedule to them

🔄 Improved Workflow Handling

When a report is created for another employee:

• The system automatically assigns the workflow to the selected user
• The report is owned and received by the correct person
• Scheduling becomes easier for managers and support teams

📋 Better Visibility in Manage Scheduled Reports

The Manage Scheduled Reports screen now shows reports:

• Created by you
• Created for you

This makes tracking and management much easier.

💡 Why You’ll Love It

• Flexible Assignment — Create reports for team members
• Better Control — Manage report ownership more easily
• Team Collaboration — Reduce dependency on individual logins
• More Efficiency — Centralize scheduling responsibility

🧑‍💼 Best For

• Managers scheduling reports for their teams
• Admin users handling reporting tasks
• Teams that need shared report automation