scheduled reports not working

Hi,

I am trying to set up scheduled reports for insightly, but whenever I save it, it doesnt actually save it. I have tried about 20 times..

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  • Hi Rachel,

    We experienced this issue during beta testing too. A support ticket has already been sent to the Insightly development team and we should have it working soon.

    Thank you for your feedback as it is going to make our new reporting feature amazing!

    Micah

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  • I have set up a scheduled report below and we are not receiving it

     

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  • @Richard - Have you double-checked your spam folder or did it come and was delayed? 

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  • Yes not in spam. I have tried several times still not working

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  • @Richard - That sounds frustrating - let me see if I can help, as there are a few things you can try to help get your export emails into your inbox:

    1) Check your spam folder. If the messages are there, you can usually mark them as ""not spam"", which will help future messages to go directly to your inbox.

    2) Try adding the e-mail ""exports@insightly.com"" as a contact in your email program’s contacts list. Most email programs will allow messages from your contacts to pass through any filters. In my experience, this is usually the most reliable fix.

    3) Add our domain name (insightly.com and insight.ly) to your approved senders list (whitelist). This process is a bit different for each email program, but If you use Gmail, you might find these instructions helpful: http://support.google.com/a/bin/answer.py?hl=en&answer=97736

    If you've tried all of the above, re-sent the export, and still don't receive the email, let's try this:

    • Instead of exporting all Contacts/Projects/Opportunities/Organizations/Tasks, please try exporting a small subset of data (1 or 2 records) to see if this smaller batch comes through.

    • Try exporting a different record type. For example- If you're having trouble exporting Contacts, try exporting Organizations instead (all Organizations, and a subset of Organizations).

    • Have another user request the export file. Sometimes the export email is blocked for one user, but not for another.

    And please let us know the results - I'm here to help, and am happy to help you troubleshoot.

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  • I am having the same issue as the original post. They system says "Oops, we seem to be having trouble creating your schedule. Try again."

    I have room on my account for a scheduled run. I don't see any errors in my report.

    This isn't a spam folder issue in my case. Any ideas?

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  • The Oops error message is something that we're looking into Jean. You're right it isn't anything to do with spam. We'll keep you posted through this thread with any updates from our Product Team.

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  • We're getting the Oops problem here too, which is unfortunate timing since we're presenting the functionality of these reports at our Exec meeting this Monday... 

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  • I'm sorry to hear that you're being impacted by this issue as well, Jonathan.  As Lyla said earlier, this is being looked at by our Engineering team now and we hope to have a fix for it soon.

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  • Hi Dan:

    We have Jonathan's reply:

    Thank you

     

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