Tasks/Reports

I have created slices with row filters in my ‘Sales’ Table so that separate slices show aging report salesman-wise (I have relied on slices instead of creating separate tables and my ‘Sales’ 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 ‘view data’ button is pressed on the aging slice of a specific salesman.

When I try to create ‘xlsx’ 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 ‘bot’. However when I select PDF as attachment type and ‘For each row in table’ 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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