How to get scheduled report in .csv format?

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

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

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.

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.