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Multiple reports in same subscription

  • 1.  Multiple reports in same subscription

    Posted 07-02-2021 12:56
    I need to send 3 reports in the same email subscription.  I know this has been discussed before, but nothing I could find would help.

    My best idea right now is to use pipelines to generate CSVs mirroring each of the reports.  I would have the pipeline upload each report to a separate attachment field on a record.  Then use Juiced's Courier to email the record with the three attachments.

    Anyone have any better ideas?  I know I could do a hyper link to the reports/dashboards (which seems much more 21st century) but I'm told the user is who needs it is old-school.  Also worth mentioning that one of these reports is 6000+ lines so it could burn through pipelines steps pretty quickly.

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    Jessica Feauto
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  • 2.  RE: Multiple reports in same subscription

    Posted 07-02-2021 13:03
    I suggest using Juiced Exact Forms plus to create three PDFs, and then use Courier to send them out as attachments to a single email.  With help from Juiced staff they can set up an automated process to make this all happen on a schedule.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Multiple reports in same subscription

    Posted 07-02-2021 13:56
    Thanks as always Mark.  Unfortunately, they want CSV/excel not pdf.

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    Jessica Feauto
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  • 4.  RE: Multiple reports in same subscription

    Posted 07-02-2021 14:23
    no problem,

    Just use Docs XL to have Juiced create an Excel file.  Is Excel format OK?   The link here says that can also be produced in CSV or PDF.

    https://www.juicedtech.com/xl-docs

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Multiple reports in same subscription

    Posted 07-02-2021 15:40
    Thanks Mark.

    Yes XL Docs with Courier is a good solution

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    Keith Jusas
    CEO
    Juiced Technologies, Inc.
    Ronkonkoma NY
    6316175060
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