Question

Photo of Ken Roach

1

How setup reports that are emailed on a regular schedule?

3

It would be useful if reports can run at regular intervals, with the results being auto-emailed to someone.  For example:

"List the names of those in the Youth small group section (i.e. in all Youth small groups) who have not had a contact recorded (Personal Attribute) in the past two weeks."  etc.
Weekly report - sent to the Youth Pastor.

"How many Youth have not had a contact recorded in the past two weeks?"
Weekly counting management report - sent to the Pastor. 

Will Workflow allow these reports to be generated and the results emailed to an appropriate report owner or workflow job owner at specified schedules?

(I can't see anyway of setting up management reports that count things yet.)
 

  • Photo of Frank Grand

    1

    Hey Ken,

    Other than a workflow action for running a particular SQL query, I don't see anything for automating or running a previously built report.  I guess for our church, I had pictured either setting up a page with a particular SQL query, or just training staff to go to the reporting page and clicking on the pre-built reports.

    I do see alot of benefit to being able to automate this.  Have you submitted the idea to the black book?

  • Photo of Casey Dierking

    0

    I'm just wondering if there were ever any updates on this? Is this possible with Rock yet?


  • Photo of Damaris Carreno

    0

    I am trying to bring this question back, does anyone has any good ideas on how to update leaders on constantly updated information. I might make a workflow that runs quarterly but would love to know others thoughts.