Are you spending a lot of time generating ReloSpec reports, then needing to distribute them to others? Use the ‘Scheduled Reports’ feature to save time and effort!
With Scheduled Reports you identify which report(s) go to whom on what date and let the ReloSpec AutoPilot do the rest for you. Create a separate Referrals table record to which you’ll assign the AutoPilots. Each AutoPilot (ToDo table record) will have the date, addressee, the form name (‘Custom Letter (blank)’) and the Body of Letter that identifies which report to send.
If it sounds a little complicated, it’s not. Check out the new Training Video for ‘Scheduled Reports’ (7 1/2 minutes), and as always, your ReloSpec support team is ready to help you save time. Just let us know.