can a user set up scheduled reports to send csv files ?
I have been asked this very question this morning. I know the baseline SugarCRM package cannot do this, but I have the Enterprise edition and was wondering if there was a way to do this via Advanced Workflow. If there is another method, I would be willing to try it. I am not a developer, so coding is not an option for me.
SugarCRM does not provide the facility to send csv file in schedule report functionality. As per the user guide only Rows and Columns-type reports can be exported as a .CSV (comma-separated values) file in Sugar and for the generic use propose they have provided only PDF format in schedule report functionality.
But If you wants the .csv file of your Rows and Columns-type reports in schedule report feature. you may have to customize that functionality.
Hope my comment will helps you!
As Maulik says scheduled reports are currently only sending PDF files, not CSV, also see the following Enhancement Request:
However, there is a way to build a custom scheduler that sends out CSVs, check out the following approach by Alan Beam:
Scheduled export of a filtered list of accounts to be used in another system
With Advanced Reports you could send an email when a new Lead is generated for example, however also not as CSV. You could also check on https://sugarexchange.sugarcrm.com/ if there is any 3rd party reporting tool that offers that functionality.
Hello Dennis Wangerin,
I need also send scheduled reports as pdf. But m unable to see option for this in sugar v 8.3
You can export reports as a CSV file on schedule with the help of SugarCRM partner - Skyvia. The service offers quite flexible scheduling settings and allows you to automatically put these files to file storages, if necessary.
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