Create a Report and Email it Through a Job
- Updated on 05 Mar 2019
- 1 minute to read
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 https://documentation.decisions.com/creating-your-first-report-2/ 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.