Email automations in report not working

Office of the Medical Director

Hi. I need help with setting up a report to send monthly to specific email addresses every month. I saw others recommendations on automating the "Send as Attachment" in the report, which I tried and it is not sending the reports.

Here's the steps I tried:

I created a report "Gas Receipts Monthly Report" which will send a monthly email to the finance department with the attached gas receipts and amounts so the gas reimbursements will be processed. However, when I set up the "Send as Attachment" details in the report, the report never sent it out. I originally set up this automation yesterday so the report had time to send it out this morning at 8am. I added myself and a co-worker so we could test the process, but neither of us received the report. So I made a few changes and tried to have the report send again this morning at 9am, but again, we never received it. What am I doing wrong?? Below is a screen shot of the settings I set up in the report. Help!

Dale Murphy

@Office of the Medical Director Why not publish the report as read only, give the link to your Finance colleagues, and tell them to check it whenever they want?

Make it a pull instead of a push exercise.

dm

Dale Murphy

@Office of the Medical Director Why not publish the report as read only, give the link to your Finance colleagues, and tell them to check it whenever they want?

Make it a pull instead of a push exercise.

dm

Office of the Medical Director

That's an interesting thought process.... Ill have to try that. My only concern is that it would be dependent on the finance dept to look at the report instead of sending it to them which would prompt the reminder.

Dale Murphy

@Office of the Medical Director At the risk of piling on, if you think they might forget to check, build an Alert workflow that includes the link to the report or dashboard, and have that be sent on whatever schedule you need.

Those accountants ;)

Regards,

dm