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Create a report, extract as excel and email it to a person in Pega 8.4
Hello,
can some one please let me know how to run reports, send this report as excel attachment email to a person. Please help me. I am doing this for POC at my job. I am new to pega. Please help.
thank you
***Edited by Moderator: Pooja Gadige to update product version, add platform capability tag***
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Posted: 3 years ago
Updated: 3 years ago
Updated: 17 Jun 2021 8:50 EDT
Pegasystems Inc.
GB
@KannaB13Assuming your Pega system is already configured to send emails - you can schedule reports to run in the background, and have them be emailed out as Excel attachments (or PDF I believe - but you would need to check).
If you log into a standard User Portal - look for "Reports" menu option on the left hand Nav. Bar.
From your reports - hover over the Report 'tile' you wish to run - and a cog icon will appear - select "Schedule" from the drop-down menu; and fill in the form presented to you.