Automated Reports
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- Posts: 27
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Automated Reports
Is there a snippit that we can use to have reports emailed through automation?
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Re: Automated Reports
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?
Can you give an example of what you would like to do?
Bob Richards, Senior Software Developer, SoftPro
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- Posts: 27
- Joined: Wed Sep 26, 2018 1:24 pm
Re: Automated Reports
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.
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- Joined: Wed Jan 15, 2014 3:50 pm
- Location: Raleigh, NC
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Re: Automated Reports
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.
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, Senior Software Developer, SoftPro