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Workflow Rule to Send Report via Email

I am trying to create a workflow rule where Clarizen sends a report weekly to specified recipients. How do I do this?

Leilani Talens Answered

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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

Tom Do 0 votes
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From Leilani:

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

Tom Do 0 votes
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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.

Tom Do 0 votes
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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

Leilani Talens 0 votes
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Hi Leilani,

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

Tom Do 0 votes
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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

Ashwin 0 votes
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