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RJ
Marketing Coordinator
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Is there a way to have an Excel file of a report be sent to my email each month?

I would like to be able to have a Microsoft automation handle the processing of the custom reports I pull for 35 properties each month. I currently do it manually, but it would take a lot off my plate if an automation could do it! I know that I can schedule the report to be sent, but it usually just sends a link to the document and my automation is currently unable to access that link and download the file on its own. Is there a way to schedule the reports to be emailed as an Excel attachment each month instead of just a link?
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Dale M.
DM
Communications Manager at Plumas District Hospital
0
For most modules you can set up automated reports to be emailed to you. PDF, CSV, and Excel are available for most modules. While I am told they are working on it, survey reporting cannot be pulled into CSV or Excel for some bizarre reason.
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