Email a Report of a Saved Search's Data Details
Email stakeholders in your Saved Search's data details as a report.
Email a Report of a Saved Search's Data Details
ProcessMaker Package Required
To email a report of a Saved Search data details, the Saved Searches package must be installed.
Email a report of the currently displayed search results for a Saved Search to one or more email recipients. In doing so, those search results are emailed as a comma-separated values (.CSV) file that can be opened in a spreadsheet editor. Email recipients receive the Saved Search results as an attachment to the email. Separate multiple email recipients using commas.
Follow these steps to email a report of search results for a Saved Search:
View the search results for a Saved Search in which to email its search results.
In the Send to setting, enter the email address(es) for the email recipients to receive the report. Separate multiple email recipients using commas.
In the Email Subject setting, enter the email subject of your report to which the report will be attached.
In the Email Body setting, enter the email body content for your report.
From the File Format setting, select which file format to email the report:
CSV: Email the report as a comma-separated value (CSV) file.
XLSX: Email the report as a Microsoft Excel open XML format spreadsheet.
Click Send. Email recipients receive the Saved Search results as an attachment to the email.
Related Topics
pageSaved Searches PackagepageWhat is a Package?pageWhat is a Saved Search?pageView the Data Details of a Saved Search's ResultpageCreate and Share a Saved SearchpageManage Your Own Saved SearchespageHide or Show a Saved SearchpageConfigure a Saved SearchpageSearch for a Saved Search's Data DetailspageGet Notified of Save Search Result ChangespageDelete a Saved SearchpageSchedule Email Reports of a Saved Search's ResultspageCreate Charts to Visualize Saved Search ResultspageManage Saved SearchesLast updated
