Reoccurring/Automatic reports based on due date

[Lindsay Cloudy]

Is there a way to push out the same report based on Story due dates on a reoccurring basis?  Our team wants to know what is planned by understanding what is due two weeks from current week.  I am hoping there is a way to set up a automatic report so it send to a specific distribution list on a weekly basis.  Thank you in advance for any suggestions.

[Jack Brickey · Accepted solution]

Hi @Lindsay Cloudy , could you not simply create a filter that shows issues due in two weeks and then set up a subscription to send email to your group say every Monday?

[Lindsay Cloudy]

@Jack Brickey Thank you for your response.  We have the due date field and will need people to start using it in order for this to work.  Could you please direct me to where I could learn about setting up subscriptions and distribution lists?  Screenshots or articles or anything would be kindly appreciated.  Thank you again for your reply!

[Jack Brickey]

I would recommend starting with this article - save-your-search-as-a-filter

you could create a filter something like this….

project = abc and “due date” < startofweek(2) and resolution is empty

then set up a subscription on the filter to run every Monday at 8am. The result will be that whoever is subscribed to that filter will receive an email every Monday morning at 8 AM with a link that will then display all of those issues that are due within the next two weeks.

if this is unclear or not, what you’re looking for, please provide more details of your exact use case and I am sure I can help you further.