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Question

Question

Automate custom reports in Laserfiche

asked on June 17

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. 

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Replies

replied on June 18

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.

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replied on June 19

I don't see the clock option , any idea if I can connect to custom reports via workflows? 

 

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replied on June 20

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.  

Using Reports

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replied on June 24

I don't see the clock option in my screen here, 

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replied on June 24

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

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