ACC - Automating Reports from Docs

ACC - Automating Reports from Docs

evargas7QQQV
Participant Participant
880 Views
2 Replies
Message 1 of 3

ACC - Automating Reports from Docs

evargas7QQQV
Participant
Participant

Is there a way to automate the creation of reports so that these reports go out on a bi-weekly basis to stakeholders?

 

 

Thanks,

 

Evan

Accepted solutions (1)
881 Views
2 Replies
Replies (2)
Message 2 of 3

andr3sant0s
Advocate
Advocate
Accepted solution

Hi @evargas7QQQV 

 

You can create a Report template, and then set a schedule report.

andr3sant0s_0-1729092236505.png

 

andr3sant0s_1-1729092254440.png

 

Please use Accept as Solution and like/Give Kudos as appropriate to further enhance these forums.
Message 3 of 3

mihaly_medvegy2
Community Visitor
Community Visitor

Is there a way to actually send these scheduled reports via email as an attachment, instead of just the link?