How can we email a report in pdf format
We have to send the details fetched from a report definition in PDF format in an email,how can we achieve this?
HCA Healthcare
US
If this can be on a schedule, open the report in Report Browser, click Subscribe, choose Email, pick PDF as format, set recipients and timing, and Pega will email the PDF automatically. If you need it on demand from a case, create a section that lists the report results a table can be sourced by the same Report Definition or a data page that runs it then add a Create PDF smart shape in the flow to render that section and attach the file to the case. Follow it with a Send email smart shape and enable attachments so it sends that PDF. If you prefer an activity approach, use pxRetrieveReportData to get the rows, pxCreatePDF to generate the PDF from a section, then SendEmail to mail it with the attachment. Keep the report filtered and row count reasonable so the PDF stays small. Make sure the email account is configured and the attachment category is allowed. Test the file name and content type application pdf and confirm the email reaches the right users.