You can schedule a report to be triggered daily and sent to client stakeholders automatically. For your requirement, I already shared how you can create a report and consolidate it and send it as attachment. If there are no records for that day, you can also skip using 'Omit if no records' option.
In my opinion, for your requirement this is the best option rather than Flow Designer as this can be catered via reports and dashboards without any additional development. You can test it in PDI or Non-Production instance and decide which option you prefer.
Please see below for PA Dashboards and Schedule option
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Thanks,
Bhuvan
Hi Bhuvan,
I tried the solution you provided. I created a new report using the Incident table with the List type. I added the following filter conditions:
- Updated: Relative → Before 2 days ago
- Active: True
Then, I created a Scheduled Email Report using this report and added the group email ID to which the report should be sent. The email was triggered successfully.
However, when I opened the email, the Incident list appears in a document-style format. What we need is a table-style format showing the records in a grid layout.
For reference, I’ll attach a screenshot. Please check and let me know how we can update the format.
