Tasks/Reports

I have created slices with row filters in my โ€˜Salesโ€™ Table so that separate slices show aging report salesman-wise (I have relied on slices instead of creating separate tables and my โ€˜Salesโ€™ table has many columns which includes aging report with categorized receivable balances.)

How can I generate a report which is similar to that which appears when โ€˜view dataโ€™ button is pressed on the aging slice of a specific salesman.

When I try to create โ€˜xlsxโ€™ type template and press view button, template that is generated is what I require. But I never receive such report in email when I press run on the โ€˜botโ€™. However when I select PDF as attachment type and โ€˜For each row in tableโ€™ I receive many emails for each record but that too not in tabular format.

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Please verify your bot is passing the test. Go to automation, select your task. Press test button .

It should pop up new windows where it displays the test result. It must not have any error(appears in red color)

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