Generate Report Bookings By Partner

[dusanlazovic85]

Hello,

I need help to generate PDF report from one table where I have information about bookings.

I'm trying to generate some table filtered by partner names with bookings which have status unpaid. 

Table have colums names ID booking, Partner Name, Amount, Status.

Please help if anyone knows how to handle this

Thanks

[Rafael_ANEIC-PY]

Hello @dusanlazovic85, to achieve that you need to look up templates and template expressions, here are a few links to get you started on the topics:

https://help.appsheet.com/en/articles/961741-email-templates

https://help.appsheet.com/en/articles/961746-template-start-expressions

Basically what you need is a template with a start expression that goes over all your partner names, and within that start expression you'll display each of those columns that you mentioned, it's fairly straightforward given that there are not other variables.

[Aurelien]

Hi @dusanlazovic85 

You may want to try with a bot automatically created by the app editor "New Bot".

More informations here:

https://help.appsheet.com/en/articles/5300790-sending-an-email-from-a-bot

https://help.appsheet.com/en/articles/961746-template-start-expressions

https://help.appsheet.com/en/articles/961741-email-templates

https://help.appsheet.com/en/articles/2697047-sample-email-templates

Let us know if you still have problem with pdf report creation !

Small tip: you may want to run your bot on a slice, that will be your filtered table.

More information here:

https://help.appsheet.com/en/articles/895302-slices-the-essentials

[dusanlazovic85]

Thank you for quick response. I made template and now work. When I was trying i made mistake because i didn't use correct table for bot event and process.

Thank you very much again!