Custom Button to trigger a report to run

[Alisha]

Good morning,

Please could we have the option of creating a Custom Button (with Auto Task?) to trigger a report to run? We would like our analysts to be able to run the report as and when required, as we may not need the report to run on a particular schedule.

Many thanks,
Alisha

[James Ainsworth]

Hi Alisha,

There are no existing automations that interacts with reporting.  The custom buttons on the request forms are very specific to the requests and the available automations found in the workflow designer.  

However, if you let us know the type of report that you would like have against an individual request, we may be able to look at alternative solutions to provide this for the analysts.  

[Alisha]

Hi @James Ainsworth,

Ideally, when a new Critical Incident is logged, it would trigger the report to run, which is then sent to an email address. However, if the analysts can manually run the report, that would also be helpful.

Many thanks,
Alisha

[James Ainsworth]

May I ask what is in this report that you want sent out?  Is the report just containing information about the new Critical Incident?