Workflow scheduled report improvements
Building on the work completed in milestone 80, we have added some enhancements to the Workflows functionality.
A time-dependent workflow based on an autofeed scheduled report can now be bound to a specific scheduled report, where previously this would have been triggered by any & all scheduled reports. This makes it possible to create very specific workflows off the back of individual autofeed content.
We have also introduced a ‘reset after every X days’ feature, so that once a customer triggers on an autofeed scheduled report workflow, they can re-trigger again in the future if they meet the workflow criteria once again. This would be perfect for a non-buying customers report, allowing BuddyCRM to create automated activities for customers that have not purchased.
Report formats
We have implemented the export of reports and sending of scheduled reports in Excel .XLSX format (previously .XLS was the only Excel option). XLSX is a more up-to-date and secure file format supported by the vast majority of smart devices, making scheduled reports more accessible to a greater number of users in a secure way.
Reports logo
We have fixed an issue whereby the business logo could become squashed or distorted when exporting a report from BuddyCRM. This will no longer happen.