Let us set up and save report templates
There are various staff members who repeatedly do different tasks, and in the cases where they can get data they need from an Aspire report, it often involves certain filters/selections, sorting, column removal for extraneous data, and date ranges. It is inefficient and time-consuming to have to make these same changes every time: we need the ability to set up the template we need and save it for that user, so they can run it afresh with one click whenever they need.
The main points here are:
- allow saving of report template (selections, sorting, date ranges)
- allow selection of which output columns are presented
- allow association of report with one or multiple users (allow the site admin only to do this, unless we choose to delegate)
- introduce sliding date ranges to report selections ("from 7 days ago to today" etc)
Ideally, there would also be scheduling options for the reports to run automatically, e.g. weekly, and we could choose what happens to them - the output sits in Aspire ready to be checked, the output is emailed in a particular format to a particular address, an alert with a link to the output is emailed...
We will not be focusing on this due to low votes. This idea has been declined and moved to the archive.