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Status Already Present
Categories Reports Manager
Created by Guest
Created on Apr 16, 2026

Ability to send individual budget holder reports to approvers each month in bulk

Teachers are not logging on to look at their budgets. We would like to be able to email them out in bulk once we have closed our month end. But each budget holder would only get their budget as an attachment either as a PDF or a CSV.

Currently the only way to do it is one by one which isnt feasible.

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  • Admin
    Joe Browne
    Jun 10, 2026

    Hi Ruth,

    This is currently possible, through the use of the Automated reports feature our Analytics & Reporting team offer.

    Please find information on this here: https://support.isams.com/hc/en-us/articles/12372081403410-Automated-Reports

    Regards

    Joe