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You can automatically send reports by scheduling the desired reports daily, weekly, monthly or yearly.
Scheduled reports are good to update the team about the status or progress of some business process.
With scheduled reporting you can promote data-driven decisions in your company or department without forcing employees to use a BI tool.
In SeekTable there are several ways available how you can schedule reports generation:
- With Zapier: SeekTable app (beta) is already available for usage in Zaps.
See Zapier integration how-to for more details.
- With Microsoft Flow: SeekTable connector is already available for usage in flows.
See MS Flow integration how-to for more details.
- Use Schedule Email Reports subscription (not available yet). If you are interested in this feature please let us know.
- Geek way: use PowerShell+Schedule Tasks (Windows) or bash+cron (Linux) to create a task that
generates a report with a public link (or SeekTable web API), and sends it by email or delivers in some other way. This can be either a link with report parameters, or report included into email body, or attachment(s) with report export (PDF, Excel etc).