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Email scheduled report


davidrb84
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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.

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@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. 

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  • Victor changed the title to Email scheduled report
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.

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