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09-19-2025 08:56 AM
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