I am using the Cloud version of Mongoose.
I'm trying to figure out how to have a report run on a schedule and email it to multiple people. It appears that it's possible to have reports run on a schedule. But I'm struggling on how to do that.
Since I'm new to Mongoose reports. The easiest way for me to create a report is to use the Runtime Builder to walk me thru creating a report. I understand how to do that.
But I'm confused about what to do next. The Help Docs show scheduling a report from Actions-Background. I open the Report Criteria form that the Runtime Builder created for me. I click on Actions-Background. For now, I set the Recurrence to Once. I will get a message that says "Report Submitted".
It appears that the Report Options form is used to specify that a report is to be emailed. But I'm not seeing a place to enter an email address.
What I want to do is similar to creating a Subscription in SSRS. I want a report to run weekly and email multiple people. Is this possible?
Hi Terry,
I think you are on the right track, however the report options would email to the user requesting the report, so the person who did the background task.
My suggestion here would be to use the event system, taskpostperform event. This will watch all background tasks that are completed and if it sees your specific task it will perform additional action. We schedule a background task for to be invoiced reports nightly using the SA user. We then schedule it as background and then the event system takes it from there.
Attach at the bottom will ensure the task output is attached to the email.
Hope this helps!