Scheduled Reports workflow

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  • rahul89
    Member
    • Jul 2017
    • 96

    Scheduled Reports workflow

    how to create Scheduled Reports using workflow..
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #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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    • rahul89
      Member
      • Jul 2017
      • 96

      #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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      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #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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        • rahul89
          Member
          • Jul 2017
          • 96

          #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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          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #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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