When we create report to print as a PDF or email from sage, we cannot always assign the FILE name, so we want that feature added consistently throughout Sage Windows and Features.
Where it isn't available, the system creates the file, then we have to find it and change the file name. all steps that slow our workflow down.
by: Kathy R. | over a year ago | Review and Reporting
Comments
AGREED! When emailing a report to a Client, Project Manager, Employee, etc. it is very unprofessional emailing a report called, "Published Report 3_19_22PM" whatever. There should be an option to rename the attachment without the need to first preview/save as a .pdf. Yes, takes more time, and doesn't allow a person to utilize the email option in a professional "send".