Automated Scheduling & Email Delivery of Custom Reports in Scoped App

[Mannam Praveen]

Below is Requirement for the scoped app and it reports how i can acheive..? 

• Allowing users to select and save custom report views (with filters & fields).

• Users can schedule reports to be automatically sent at a recurring frequency (e.g., daily, weekly). They should be able to define the schedule time, frequency

• Letting users add multiple email recipients.

• Automatically emailing scheduled reports at a chosen frequency.

• Allowing users to edit/cancel scheduled report jobs.

• Sending confirmations when schedules are created/updated/deleted

users create or update the reports?
Should it be:

• A separate module on the left navigation panel?

• Or embedded inside an existing section?

[AnjalPDijo]

Hi @Mannam Praveen  ,

Your requirements can be achieved using dashboards under Self-Service in Platform Analytics, where you can:

• Create reports with filters and fields.
• Schedule them for recurring delivery.
• Add multiple recipients and manage email details.
• Edit or cancel schedules as needed.

Regarding your last question, from what I understood, you’re asking whether the report creation and scheduling functionality should be:

• A separate module in the left navigation panel, or
• Embedded inside an existing section.

Could you confirm if that’s your main question? If yes, I’d suggest:

• Use a separate module if reporting is a core feature of your app.
• Embed it inside an existing section if it’s part of a larger workflow for better user experience.

Hope this helps!

Best Regards, 
Anjal

[Mannam Praveen]

Yes need module appear in the Left Navigation

• Use a separate module if reporting is a core feature of your app.
• Embed it inside an existing section if it’s part of a larger workflow for better user experience.