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Automated Scheduling & Email Delivery of Custom Reports in Scoped App

Mannam Praveen
Tera Expert

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?

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