Automated Reports

Questions about and code samples for automation process code snippets within Select.
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kendale.wyatt
Posts: 19
Joined: Wed Sep 26, 2018 1:24 pm

Automated Reports

Post by kendale.wyatt » Thu Oct 22, 2020 5:57 pm

Is there a snippit that we can use to have reports emailed through automation?

BobRichards
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Location: Raleigh, NC
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Re: Automated Reports

Post by BobRichards » Fri Oct 23, 2020 1:28 pm

I am not aware of a snippet that performs this activity. It is possible to automate creating reports and Select does have some support for emails but I do not know if it will run in an automation snippet.

Can you give an example of what you would like to do?
Bob Richards, Software Developer, SoftPro

kendale.wyatt
Posts: 19
Joined: Wed Sep 26, 2018 1:24 pm

Re: Automated Reports

Post by kendale.wyatt » Tue Oct 27, 2020 6:18 pm

I am trying to have a report (let's say completed commitments which is a standard report) automatically run at the same time every morning and be emailed to a mailing list. When setting up the automation, the only options I am given for what to do with the report once it is rendered is to save it to a location on my computer or to run a code snippet.

BobRichards
Posts: 1007
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC
Contact:

Re: Automated Reports

Post by BobRichards » Wed Oct 28, 2020 3:19 am

That's pretty clear. Thanks.

I am reaching out to some people to determine the capabilities we have for emailing reports. I'll have to get back to you when I have more.
Bob Richards, Software Developer, SoftPro

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