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.
I would recommend you to schedule data visualization report as per your requirements and it can send list in PDF format. It can also be done via dashboards or reports, see which suits you the best.
See below for sample
If this suits, go to Platform Analytics -> Library -> Data Visualization and add data source and configure list visualization along with filter conditions. Columns shown will be default list view of data source table, you can change default list view and it will reflect in data visualization. Also, you can over-ride by adding required columns under Presentation -> Columns and Rows -> Add required Columns
Go to more actions -> Schedule and share the report in PDF format with required stakeholders. This is a standard format to share the reports and should cater your requirements. I would recommend not to customize much as this fulfills functional requirements.
As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan
