How to send a report created in a report definition through mail on a weekly basis using Agents.
Hello,
How to send a report created in a report definition through mail on a weekly basis using Agents.
send a report created in a report definition through mail on a weekly basis using Agents
share the steps of how to create an activity for that and to schedule that using an agent on weekly basis, it will be a great help if can share the steps
Not able to access -- https://collaborate.pega.com/question/how-send…
***Edited by Moderator Marissa to update Platform Capability tags****
Accepted Solution
Updated: 20 May 2020 14:07 EDT
Bank of Newzealand
NZ
Hi,
We are using Job Scheduler and activity to send the email once in a month (PRPC version 8.3).
1. Created a job scheduler and call an activity to generate report data and send email.
In the Activity
1. Retrieve the report definition by calling activity Rule-Obj-Report-Definition.pxRetrieveReportData
2. Use Property-Set-HTML to set the excel data to a param value
HTML rule used : pzHTMLExcelExportPageTable
3. Create the attachment page and send the email . We mimicked the steps from the activity pyEmailReport [
class Data-SecurityVAUtilit] to form the attachment page and email .
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
Please find the below link which is accesible.
https://collaborate.pega.com/question/how-send-report-attachment-mail
Blue Rose Technologies
DE
Hi,
Have you already thought about using the report scheduling feature from report browser? If your requirement is achievable by OOTB report scheduling that would be better and you don't have to create Agent and write activity.
Accepted Solution
Updated: 20 May 2020 14:07 EDT
Bank of Newzealand
NZ
Hi,
We are using Job Scheduler and activity to send the email once in a month (PRPC version 8.3).
1. Created a job scheduler and call an activity to generate report data and send email.
In the Activity
1. Retrieve the report definition by calling activity Rule-Obj-Report-Definition.pxRetrieveReportData
2. Use Property-Set-HTML to set the excel data to a param value
HTML rule used : pzHTMLExcelExportPageTable
3. Create the attachment page and send the email . We mimicked the steps from the activity pyEmailReport [
class Data-SecurityVAUtilit] to form the attachment page and email .
CBA
AU
@
Thank you for the inputs, finally received a positive reply, could you please provide me a screenshot or doc for Activity steps it will really help me a lot.