Create a Report and Email it Through a Job

Last Updated: 01/11/2019 Introduced in Version: 2.0
The portal enables a report to be generated according to a schedule and emailed to users and groups having accounts in the portal. To run a job that will create a report and email it to your users follow the instructions below.


In this example, a report of current insurance policies will be emailed daily, Monday through Friday, at 8:00 a.m. to two accounts. This example assumes the report already exists.
See for more information on creating reports. 
From the System > Jobs And Events folder, select Schedule Jobs. Click on Add Schedule Job.


Select Send Report Job and click Next.
Configure the email by selecting the report to send, and its recipients. 
Under Schedule Configuration select the calendar schedule for the job. Once this is selected a new option called Calendar Information shows giving more options specific to the calendar schedule chosen. Select OK. When the job successfully executes, an email is sent to the recipients with the report data attached as .PDF and .CSV.


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