Email Exported Report

Description

Send an exported report via email to recipients filtered by start date, end date, and report state.

Project compatibility

Windows | Cross-platform

Configuration

Connection ID - The connection established in Integration Service. Access the drop-down menu to choose, add, or manage connections.
Start date - Filters out all reports submitted or created after the given date, whichever occurred last (inclusive). Use the calendar widget to set a date. This field supports DateTimeOffset type input.
Recipients - Comma-separated list of email addresses to whom the report has to be exported. This field supports String type input.
Exported file format - Specifies the format of the generated report. Valid values are: csv, xls, xlsx.
End date - Filters out all reports submitted or created after the given date, whichever occurred last (inclusive). Use the calendar widget to set a date. This field supports DateTimeOffset type input.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional options (in Studio Web).

Additional options

Report state - Only the reports matching the specified status(es) will be exported. Select an option from the available drop-down list: Open, Submitted, Approved, Reimbursed, Archived.
Email message - The content of the message. This field supports String type input.