Is this possible? I know there’s an option to attach a report, but we would like the ability to send an email on a schedule with an excel version of a generic inquiry. The inquiry has a fair amount of columns that wouldn’t fit on the report format, so it’s not an option to create a report version of the inquiry. Thanks!
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Business event that is on a schedule and sends an Excel file of a generic inquiry
+1Best answer by gprice27
I posted this solution to the above conversation - using a Scheduled Export Scenario and a Business event to email the resulting file
The business event needs a subscriber, which is an email notification.
In the email notification template (ScreenId=SM204003) you can attach a report. In Report Format, choose Excel. Would that work for you?
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+1Hi
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You could try Export as Report maybe? But I see what you mean. It’s a workaround.
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I posted this solution to the above conversation - using a Scheduled Export Scenario and a Business event to email the resulting file
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