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.
Question
Question
Replies
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