ProcessMaker API Documentation
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Schedule an Interval to Email Reports

Schedule an interval to regularly email reports of a Saved Search's results.

Schedule an Interval to Email Reports

ProcessMaker Package Required

To schedule reports for a Saved Search's results, the Saved Searches package must be installed in your ProcessMaker instance. The Saved Searches package is not available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Saved Searches package can be installed in your ProcessMaker instance.

Follow these steps to schedule an interval to email reports of a Saved Search's search results:

  1. ‚ÄčView the schedules to email reports of a Saved Search's results. The Scheduled Reports page displays for that Saved Search.

  2. Click the Add Scheduled Report button. The Schedule Report screen displays.

  3. From the Day of the week field, select the day of the week in which to email the report of the Saved Search's results. Only one day may be selected. If multiple days are required, then create another schedule that sends the report on a different day.

  4. In the Time field, enter the time in 24-hour format in which to email the report.

  5. In the Send To field, enter the email address(es) for the email recipients to receive the report. Separate multiple email recipients using commas.

  6. In the Email Subject field, enter the email subject of your report to which the report will be attached.

  7. From the Email Body option, do one of the following:

    • In the Email Body field, enter the email body content for your report.

    • Select the Would you like to use a custom Email Screen? option. A drop-down menu displays from which you can select an Email-type ProcessMaker Screen that will display its contents as the email body.

  8. From the File Format option, select one of the following options to specify the format of the emailed report that is attached to the email:

    • CSV: Select the CSV option to email the report in .CSV format.

    • XLSX: Select the XLSX option to email the report in .XLSX format.

  9. Click Save.

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