Automating a scheduled Report link

Barry Bowles

Hi all - I have searched but cannot find an answer to this seemingly simple question. I have created a report with customized information that I wish to email to one of the people on my team as a report link on a recurring schedule. I can send the link one-time manually from the report but I cannot seem to find how to automate/schedule that same email on a scheduled basis.

Clearly I am missing something obvious - can anyone point me in the right direction?

Note: please don't tell me to send a pdf as I want to this team person to simply click on the report link and edit the information on it.

Andrée Starå

Hi @Barry Bowles

I hope you're well and safe!

You could set up a recurring Workflow with an Alert that would include the link to the report.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Barry Bowles

I hope you're well and safe!

You could set up a recurring Workflow with an Alert that would include the link to the report.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Barry Bowles

@Andrée Starå Thank you very much - that does the trick - not sure I would have figured that one out for myself so I appreciate the help!

Take care !!

regards

Barry Bowles

Andrée Starå

@Barry Bowles

Excellent!

You're more than welcome!

DA_Associates_PM

@Andrée Starå Can you explain how I would set up this workflow?

Andrée Starå

Hi @DA_Associates_PM

I hope you're well and safe!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD