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Describe Feature
When scheduling an emailed export, a user will typically want to be applying all of the same filters for what they’re currently viewing on the screen. Instead of requiring the user to manually opt-in for the filters and controls in the scheduling export screen. Automatically apply everything that is currently set, and let the user opt-out of the currently set settings. The opt-out strategy is more intuitive as the user is expecting the emailed report to reflect exactly what they see on the screen currently. -
What is the use case?
Users often will miss seeing the “controls” section as it isn’t intuitive to folks who are only viewers what a “control” is. -
How often would this feature be used?
Every time a schedule is set. -
What is the impact of this feature on your organization?
Major. We work with financial institutions. They require file drops on a daily basis and this has been the most frustrating experience of the tool so far.