How to get scheduled report in .csv format?

Hi Sagar,

It's only possible to get a scheduled report in PDF format at this time.

A scheduled Advanced Report will email out a CSV file.

https://support.sugarcrm.com/Documentation/Sugar_Versions/9.0/Ent/Application_Guide/Reports/Advanced_Reports/#Scheduling_Advanced_Reports

I learn something new every day!

If you don't have Enterprise (hence no Advanced Reports), for Rows and Columns reports you could build something external to Sugar and use the Reports API to retrieve the data in json (I've done it using Mathematica) or create your own Scheduler to run the queries you need to get the data and generate a CSV, then use the MailerFactory to email it to the right people.

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/Integration/Web_Services/REST_API/Endpoints/Reportsrecordrecords_GET/

FrancescaS

But getting full result set instead of display columns which chosen while report creation using Report module.

Hi Sagar,

You can get a scheduled report in .csv format from your SugarCRM via Skyvia export scenario.
To achieve it, you simply need to register a free account, connect to your SugarCRM and click "export' for the selected data.

This functionality is now available in the recent Q1 2022 release. You can read more about this functionality in the Application Guide.

If you're on Premise you'll have to wait for the Spring release of v12 though ;)