Interval Reporting


#1

My company likes to do some common interval reporting (weekly, monthly, quarterly, etc.). We like to get the information to multiple employees automatically as each interval hits (Monday, first of month, etc.). As we settle in to Phocas from our old BI software, we are reevaluating what reports to send and when. I’m sure everybody has trouble choosing what info is actually important, and how often people need to see it!

What types of interval reporting do you do? How do you streamline the distribution of the information?