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  • Scheduled Reports workflow

    how to create Scheduled Reports using workflow..

  • #2
    Hello.
    What do you mean Scheduled Reports?
    Do you want to send report results not with scheduling, but trigger sending with workflow?

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    • #3
      yes i want to send report results in a particular time in a day to specific email address or user.
      Last edited by rahul89; 12-04-2017, 09:02 AM.

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      • #4
        Try to create report, you need.
        After with workflow create record Report, set fields with you can. If some field couldn't be set in UI, set it in formula, using as example your created report ({espo_url}/api/v1/Report/{report_id})

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        • #5
          i found the 'email sending' portion in report module.i set a user who get the report at schedule time but it is not working..
          Last edited by rahul89; 12-04-2017, 11:01 AM.

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          • #6
            define your service for action Run Service Action https://www.espocrm.com/features/add...-for-workflow/
            run in your service method sendReport with needed parameters application/Espo/Modules/Advanced/Services/ReportSending.php

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