Email scheduled report

[davidrb84]

Hi all,

Forgive me if this has been covered before but while there were a few discussions about it I can't see an answer.

I've created some scheduled reports, but I'm trying to see if there is a way to automate emailing the output of a report, as in Supportworks.

[Dan Munns]

@davidrb84 you can't (currently) email scheduled reports. 

You can however add them to the document manager app. I have a weekly report which is published there and users can access it via the portal.

You just need to set up the library / collection etc and give the right people the correct rights to see it. 

[davidrb84]

On 8/6/2018 at 11:34 PM, Dan Munns said:

@davidrb84 you can't (currently) email scheduled reports. 

You can however add them to the document manager app. I have a weekly report which is published there and users can access it via the portal.

You just need to set up the library / collection etc and give the right people the correct rights to see it. 

Thanks @Dan Munns this will work for some of my usecases, but I've got a few where the report needs to be a bit more in their faces.

[Victor]

@davidrb84 - as far as I know emailing scheduled reports is a feature in Enterprise edition: https://www.hornbill.com/editions/

[davidrb84]

On 8/14/2018 at 12:50 PM, Victor said:

@davidrb84 - as far as I know emailing scheduled reports is a feature in Enterprise edition: https://www.hornbill.com/editions/

That's irritating but fair enough. Thanks Victor