Schedule email to send reports recurring
You can configure these schedules to automatically send the reports at specified intervals for a duration of time or indefinitely, or stop the delivery of a. You can create delivery schedules that send your reports via email or FTP to a specified address. All this can be done in Powershell or Power Automate - or whatever automation tool you prefer that can issue basic HTTP commands. In the Schedule Reports Manager, you can edit and delete recurring report deliveries.
#Schedule email to send reports recurring pdf#
If you would like to send a Lookahead Email immediately, follow the steps below. request extract of report to PDF - monitor rendering completion, wait for the file to be ready - retrieve the rendered PDF - attach it to the email and send the email.Note: If a Lookahead email is sent via Email Settings and a user's resource, company or the individual is assigned to a Lookahead schedule activity in the most recent Lookahead, the Lookahead email will be sent to that individual user. Select which users will receive emails by checking the box in the Weekly Lookahead Email column.Mark the checkbox next to Enable Weekly to send weekly emails to specified users showing all upcoming tasks on the lookahead schedule.Now type in the emails of the people you wish to send the report to separated by a comma (,). Yeah it’s very specific, but this way the report doesn’t run during peak operating hours, which could affect performance. If you would like to send a weekly resource Schedule immediately, follow the steps below. Fill in the required fields and schedule the report to run on the first Sunday of every month at 4 AM.Note: If a resource email is sent via Email Settings and a users resource is assigned to a schedule activity that is in that timeframe, the Resource email will be sent to that individual user. Select which users will receive emails by checking the box in the Weekly Resource Email column.Mark the checkbox next to Enable Weekly to send weekly emails to specified users showing all upcoming tasks on the project schedule.Navigate back to the Email Settings page.If you would like to send a weekly project schedule immediately, follow the steps below.Note: If a weekly project schedule email is sent via Email Settings and a user's resource, company, or the individual is assigned to a schedule activity that is in that timeframe, the email will be sent to that individual user. Set the email recurrence based on your needs.
Find the report you'd like to schedule for email and in the Action column, select Edit. You can send an individual report or a group of reports.
If you no longer need a schedule, you can delete it. You schedule a report to run it at a later time or at a recurring date and time.