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Dev Answers & Best Practices How to get scheduled report in .csv format?

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How to get scheduled report in .csv format?

Sagar Honrao over 5 years ago

Currently scheduled report get in pdf format but is there any way to get scheduled report in .csv format?

#scheduled #report csv

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0 Justin Kuehlthau over 5 years ago

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
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0 Justin Kuehlthau over 5 years ago

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
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0 Matt Marum over 5 years ago in reply to Justin Kuehlthau

I learn something new every day!

App Ecosystem @ SugarCRM
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0 Francesca Shiekh over 5 years ago in reply to Justin Kuehlthau

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
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