Date Stamps or other naming options for reports

eTapestry allows files to be renamed via Communications > Create Documents > Document Options (screenshot 1) but doesn't offer an option for renaming files delivered as PDFs or spreadsheets via Run Report > 3. Delivery Options (screenshot 2) or Scheduled Items (screenshot 3).

It's only slightly irritating having to remember to rename files after downloading one-off reports, but it turns into a bigger problem when one report is generated on an ongoing basis as a Scheduled Item. Currently, my inbox is full of messages from eTapestry Reporting with identical subject lines and attached file names. Would it be at all possible to add an option to manually edit or automatically insert the current date into the file name before it is downloaded or emailed as a Scheduled Item? 

  • Joshua Nederhood
  • Feb 11 2020
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