Reporting question following up on the "offic...

workflow
(Steve Langert) #1

Reporting question following up on the “office hours” webinar today.

Looking to see how far one can take the reporting functionality.

The following would be pretty powerful but I am not sure it can be done.

Is it possible to use just one action report to nightly send an email to each building manager with a PDF of the work orders that were entered during the day for their specific building?

Can wait to the next “office hours” if the question is worth tackling then.

(Philip Garrett) #2

@Steve_Langert

It might help if a can see your tables and how they are related to one another. If you want me to take a look please provide the following: 1. Your account id (from the Account pane) 2. The app name 3. The names of the relevant tables 4. A more detailed description of what you are trying to do.

(Philip Garrett) #3

@Steve_Langert

Yes that is possible using the approach described in this article help.appsheet.com - Email Scheduled Event Templates with “For Rows …”

Email Scheduled Event Templates with “For Rows …” help.appsheet.com

(Steve Langert) #4

@Philip_Garrett_Appsh.

Thanks for the quick response. Do not want to manage individual reports.

Let’s see if I can make it work now.

(Steve Langert) #5

@Philip_Garrett_Appsh Couldn’t get it to work.

Tables are related by building and not building managers.

Child records are produced by building.

(Steve Langert) #6

@Philip_Garrett_Appsh I was just experimenting.

Don’t need this feature just yet but will eventually.

Thanks for offering to help.

My next crack at will be to write a filter select statement in the Google doc template.

(Philip Garrett) #7

@Steve_Langert

Thanks Steve.

I normally start by creating a Slice for the table that selects the records I want to display. Then I use that Slice name in the START expression I include in the Google Docs template file.