I would like to send an email near the end of each month that shows a summary of my bookings for the following month. Is this possible using triggers/templates?
Holly - While you can set up a template to email the report, you would have to manually create the report, attach it to the email and send it manually.
The report you will run to get the information is the Bookings Summary or Detail Report:
Can you think of a different creative way to solve this problem?
Here's a Feature Request that a user started that appears to be a similar request. You can add your vote to this, if you haven't already!
https://www.ownerrez.com/forums/requests/automated-way-to-send-text-reports-by-email
Great, I will add my vote there.
