ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
Edit a Scheduled Interval to Email Reports
Edit the scheduled interval to email reports of a Saved Search's results.

Edit a Scheduled Interval to Email Reports

ProcessMaker Package Required

To edit a scheduled interval to email reports of a Saved Search's results, the Saved Searches package must be installed.
Follow these steps to edit a scheduled interval to email reports of a Saved Search's search results:
  1. 1.
    View the scheduled intervals to email reports of a Saved Search's results. The Scheduled Reports page displays for that Saved Search.
  2. 2.
    Click the Edit icon
    for the schedule in which to edit. The Schedule Report screen displays.
  3. 3.
    Edit the following settings for the scheduled report as necessary:
    1. 1.
      From the Day of the week setting, 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.
    2. 2.
      In the Time setting, edit the time in 24-hour format in which to email the report.
    3. 3.
      In the Send To setting, edit the email address(es) for the email recipients to receive the report. Separate multiple email recipients using commas.
    4. 4.
      In the Email Subject setting, edit the email subject of your report to which the report will be attached.
    5. 5.
      From the Email Body option, do one of the following:
      • In the Email Body setting, 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 Screen that will display its contents as the email body. Note that the Send Email package must be installed to have the Email-type Screen and send emails of scheduled reports.
    6. 6.
      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.
  4. 4.
    Click Update.

Related Topics

Last modified 5mo ago