Send Scheduled Report as CSV

Alex Nassi — Mon, 07 Aug 2023 16:31:16 GMT

Current Revision posted to Quick Tips by Alex Nassi on 8/7/2023 4:31:16 PM

Thank you, Lydia Manger, for sharing another helpful Quick Tip, Send Scheduled Report as CSV!

If you have ever scheduled a report to be sent as a PDF and wished there was an option to send it as a CSV instead, you're in luck! Sugar Q1 2022 introduced a new File Type(s) field on the Report Schedules record view so that you can choose whether to send a scheduled report as a PDF, CSV, or both a PDF and CSV.

For more details on scheduling reports, check out the Reports documentation.

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Tags: sugar sell, enterprise, reporting, sugar serve, automation