I would like to request a feature upgrade for Laserfiche Forms. It would be awesome if you could automatically generate reports on a recurring schedule. These report would run and ideally be sent out via email to selected recipients.

Currently all reports are done by pulling them on demand, we would like reports to be able to be pushed out.

Example: Currently we have a Property Visit Form that all of our managers fill out whenever they visit a customer's property. The managers are required to fill out one of these forms, each month for each one of their customers. At the start of each month I have to go in and filter the report for the previous month and run the report and then distribute it out. What I would like is for Forms to do is automatically and send this report out to me and my boss at the first of each month, for the previous months submissions.

Attached are some screenshots of our GPS tracking software and their scheduled reports automation user interface. Hope these help.

We are currently on Forms V10.2

Thanks!