Currently scheduled report get in pdf format but is there any way to get scheduled report in .csv format?
#scheduled #report csv
Currently scheduled report get in pdf format but is there any way to get scheduled report in .csv format?
#scheduled #report csv
A scheduled Advanced Report will email out a CSV file.
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
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
But getting full result set instead of display columns which chosen while report creation using Report module.
Hi Sagar,
You can get a scheduled report in .csv format from your SugarCRM via Skyvia export scenario.
To achieve it, you simply need to register a free account, connect to your SugarCRM and click "export' for the selected data.