Workflow Rule to Send Report via Email

Hi Leilani,

If you have a report already created in your reports module and you know which level (project, task, organization, etc) you want to run the report on, please refer to my screencast:

http://screencast.com/t/pLTvvRbCe

From Leilani:

"Wow! This definitely answered my question. Thank you, Tom."

Hi Leilani,

The reason why it is not sending emails is because the workflow rule has not been enabled yet. After creation of a workflow rule, you will need to enable it. Go ahead and enable the workflow rule that you created.

Hi,

This is very helpful.

I created a scheduled workflow for a report to be on Thursday last week but did not send. I even went to Settings – Configure – Projects – Scheduled Workflow Rules. I created two test workflows there but also did not execute.

Regards,

Lei

Hi Leilani,

Go ahead and open a support case with us and provide us the workflow name.

Hi Team,

I would want to send an email every Monday with the Resource Load for the week. Could you please help me out on the same? 

I tried accessing the link in the below comment but couldn't view anything.

Link: http://screencast.com/t/pLTvvRbCe

Thanks,

Ashwin