I would like to save settings for sending out attachements

Cindy Bowker

I would like to be able to save my settings when I am sending out reports in PDF format. I can pick the setting I would like but it will only send the current attachment with the settings that I have. I need to send out weekly reports so I would like to be able to have the same settings all the time.

Thanks

Cindy

Glastech Glazing Contractors

Andrée Starå

Hi @Cindy Bowker

I hope you're well and safe!

You can set up a recurring report that would keep the settings.

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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Cindy Bowker

Hi Andree,

I thought that's what we had set up but it keeps defaulting to the original settings. I would like the report to be on one page and the only way I can get that is to select it everytime. Not sure what I am missing.

Thanks

Cindy