Automated Reports

Questions about and code samples for automation process code snippets within Select.
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kendale.wyatt
Posts: 27
Joined: Wed Sep 26, 2018 1:24 pm

Automated Reports

Post by kendale.wyatt »

Is there a snippit that we can use to have reports emailed through automation?
BobRichards
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Re: Automated Reports

Post 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?
Bob Richards, Senior Software Developer, SoftPro
kendale.wyatt
Posts: 27
Joined: Wed Sep 26, 2018 1:24 pm

Re: Automated Reports

Post 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.
BobRichards
Posts: 1376
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC
Contact:

Re: Automated Reports

Post 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.
Bob Richards, Senior Software Developer, SoftPro
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