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Categories Reports
Created by Hank Liu
Created on Aug 17, 2023

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Sharing Options of Email Schedule - Share as excel or csv file attachment

We need options to send reports as excel or csv file attachments with email schedule. This can help automate and simplify our data output process to integrate with other applications (e.g. Smartsheet) without the need to develop custom API data connectors

  • ADMIN RESPONSE
    Feb 23, 2024

    You can now schedule the deliver of reports via CSV files. The CSV will be attached to the email.

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  • Guest
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    |     Feb 25, 2024

    Is there a limitation to the number of CSV records that can be sent via this feature? When my report generates ~1500 records the email is not received but when I reconfigure to receive ~100 records the email is received.

  • Guest
    Reply
    |     Feb 23, 2024

    Is this a feature that has to be enabled by a sys admin within our organization ? When I attempt to use the feature, I do not see the CSV file option. See attached screenshot

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    1 reply
1 MERGED

Allow automated email distribution of reports

Merged
Who would benefit? Product Owners, Security and Compliance Managers What impact would it make? Report Automation How should it work? Allow ability to have scheduled reports results automatically emailed as an XLSX attachment
Guest 9 months ago in Reports 0 Shipped
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