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09-18-2025 07:45 AM
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
As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to guide you or answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan