Backing up a report

mark.kerman107821

I've created a report which gathers invoice information and has an attached copy of the invoice from a number of different sheet.

I need to export this information to give to a bank as part of a construction draw process. If it was a sheet then I could use the backup function to create a spreadsheet and export a copy of all the invoices but I don't see how to create a backup of a report or how to turn the report into a sheet that could then be backup'ed.

Thanks, Mark

Paul Newcome

You could go to

File --> Export

then select how you want to export the report.

Or if you were to select "Send as Attachment..." you could set it up to automatically recur on a set schedule.

mark.kerman107821

Sorry I should have been clearer. I also need to include copies of all the invoices (which are attached to each line of the report).

Thanks,

Mark

Paul Newcome

Ah. Ok. What exactly are the criteria in your report builder, and are you pulling from one sheet or multiple?

Andrée Starå

Hi @mark.kerman107821

I hope you're well and safe!

Unfortunately, it's not possible now to include attachments in export from a report, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could maybe copy the rows to another sheet instead.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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mark.kerman107821

I tried copying the rows but lost the attachments.

Thanks,

Mark

Andrée Starå

@mark.kerman107821

Happy to help!

There is a setting where you select if you want to include attachments and conversations.

Did that work?

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