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Sending Links to Reports

  • Published on Feb 13, 2025
  • 1 minute(s) read
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It is possible to configure an email action that sends an email to a recipient with a link to download a report so that user does not need to go the Reporting Module and manually run the task.

Configuration

  • Create report template.

  • Select module that is a target for creating combinations for export and needed fields

  • In the filter section add Filter by e.g. Campaign field

Campaign - is equal to - {filterValue}

{filterValue} - is a dedicated keyword to be replaced with actual value on generating report

Note, only one filterValue placeholder can be used in current implementation

  • Configure Email action on Batch Combinations event in the module that is a target for creating combinations

  • In the message body use the formula to generate a link to report

$tools.report( templateId, 'filterValue', 'customNamePrefix' )

for example:

#set( $customValue = "$tools.fetchFirst().fieldValue( 'Campaign' )" ) 
#set( $customName = "$tools.fetchFirst().fieldValue( 'Campaign Number' )_$tools.fetchFirst().fieldValue( 'Campaign' )_$date.get('yyyy-M-d H:m:s')" ) 
${SiteUrl}/<worker>$tools.report( 26, $customValue, $customName)

This will generate a link and apply a custom name to the report,. e.g.: "40772_ESPECIAL VERANO - CITY_2019-03-15 12:45:34.xslx"

Report will contain the records filtered by campaign name, i.e. Clock numbers related to the campaign they were created for.

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