Automatic email that will contain data from REPORT

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  • MONBERG
    Junior Member
    • Jun 2024
    • 26

    Automatic email that will contain data from REPORT

    Hello guys, i got another interesting situation in here.

    I have a REPORT. This report is collecting a data - Names, that require an action to do in our office. This report is changing automatically, and is filtered by parameters.

    My goal is, collect data (only Name Column) from that REPORT, put them inside Email and send it to specific recipient, every Monday at 7:00.

    Somehow, i am unable to create a scheduled workflow to do this action, as i need that data from that REPORT to be written in one mail, so placeholder or something in this dynamic
    mail should be something like - Report data ?.

    I created a image scheme for you, if you don´t know what i mean.
    Thanks a lot for the help
    Click image for larger version

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  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    Hi MONBERG,

    You don't need any Workflow for this. Just use the edit menu to set up Email Sending function.
    Click image for larger version  Name:	image.png Views:	0 Size:	45.3 KB ID:	112478

    Last edited by victor; 11-21-2024, 07:11 PM.

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    • MONBERG
      MONBERG commented
      Editing a comment
      Thanks a lot , this is exactly what i needed, i missed this option.
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