Reporting

pragadeesh254
Tera Contributor

I have a report created and need to automate and schedule this report to trigger every day an email to the mailbox.

 

Anyone please explain me with screenshot

1 ACCEPTED SOLUTION

Juhi Poddar
Kilo Patron

Hello @pragadeesh254 

Steps to schedule the report:

  • Once the report is ready you can click the arrow button on right top corner.

JuhiPoddar_0-1733999257445.png

  • Click on schedule from the navigation bar appeared

JuhiPoddar_2-1733999570918.png

  • The form to schedule the report will appear

JuhiPoddar_3-1733999841730.png

Hope this helps!

 

"If you found my answer helpful, please like and mark it as an "accepted solution". It helps others find the solution more easily and supports the community!"

 

Thank You
Juhi Poddar

 

 

 

View solution in original post

5 REPLIES 5

Hello @pragadeesh254 

You can schedule it to trigger daily from the form and also include it with some other report. Can you please brief about your requirement in terms of storing.

 

Thank You

Juhi Poddar

 

Thank You