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Automated Reports
Posted: Thu Oct 22, 2020 5:57 pm
by kendale.wyatt
Is there a snippit that we can use to have reports emailed through automation?
Re: Automated Reports
Posted: Fri Oct 23, 2020 1:28 pm
by BobRichards
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?
Re: Automated Reports
Posted: Tue Oct 27, 2020 6:18 pm
by kendale.wyatt
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.
Re: Automated Reports
Posted: Wed Oct 28, 2020 3:19 am
by BobRichards
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.