Sending scheduled report - help

[James Bartle]

Hi everyone,

Is it possible to automatically email a scheduled report on a weekly/ fortnightly basis?

I know how to schedule reports so that they run at various intervals. But simply don't know if there is a way to auto-send them.

I would appreciate any responses.

Thanks

[Conor]

Hi @James Bartle

This is a Hornbill platform enterprise edition feature. This falls under the Advanced Reporting & Delivery part of this link: https://www.hornbill.com/editions/

What you can do in the standard edition is automatically distribute a scheduled report directly to Document Manager for any interested parties to pick up and then discuss via the timeline. Each report will also be kept against the same record within Document Manager using the revision functionality, so that each previous scheduled report can be compared to the latest. All of this is available at anytime, anywhere, and on any device. 

There is also some further information available here under the publishing section: https://wiki.hornbill.com/index.php/Report_Scheduling

Thanks

Conor