I have custom reports built as pie charts in the custom report section, How can I connect my workflows to custom reports to have them sent via email notification monthly or weekly.
Hi There! We're working on this functionality right now. I'll be reaching out to those in the thread, but if there are others interested in discussing more and getting a preview, please respond here!
You can create a schedule to for custom reports to go out weekly and/or monthly from the Reports area. Select your report and click the little clock icon in the top right.
I don't see the clock option , any idea if I can connect to custom reports via workflows?
I don't believe there is an easy way to connect to workflow to the built-in reports in forms. In order to schedule reports, you need to have Business Manager or Process Admin access to the form.
I don't see the clock option in my screen here,
I didn't realize you were on cloud. Scheduling isn't in the custom reports in Cloud yet so I'm not sure you can get a pie chart sent out on a schedule even from WF. I did find this post on another option: Custom Report Schedule and Email - Laserfiche Answers