Export PDF - Detailed Landscape (In Scheduled Report)
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‎02-26-2014 03:55 PM
Morning All,
Is there any way that you can actually use this great option in a scheduled report. I can't see how it is configuired.
Any help would be great.
Thanks in advance.
Gareth
5 REPLIES 5
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‎08-03-2022 09:00 PM
This is helpful. Thank you Paul for sharing.
Just adding few steps that I found on how to get to enable 'include detail' option.
- the option is not available on the form (schedule report email form), there is only option to 'include with', however the option is enabled on the backend and set to 'false' by default
- to change from 'false' to 'true', go to Navigator>>Reports>>Scheduled Reports, you will see a list of Scheduled Emails of Report
- Now click on the Gear icon to open the Personalized List and add the column 'include detail' to the list
- Search for the scheduled email created by you and double click on the 'include detail' row and set it to 'True'
- After it is set to 'True', now open the Scheduled Email and click Update Now
- To test, click on 'Execute Now'. You'd receive an email with the report to verify the details.
P.S.
Just sharing the details in case if anyone new to this platform is not familiar on where to find this option 🙂 if you already know, you are a champ!
Thanks