can a user set up scheduled reports to send csv files ?
As Maulik says scheduled reports are currently only sending PDF files, not CSV, also see the following Enhancement Request:
https://web.sugarcrm.com/support/issues/13747
However, there is a way to build a custom scheduler that sends out CSVs, check out the following approach by Alan Beam:
Scheduled export of a filtered list of accounts to be used in another system
With Advanced Reports you could send an email when a new Lead is generated for example, however also not as CSV. You could also check on https://sugarexchange.sugarcrm.com/ if there is any 3rd party reporting tool that offers that functionality.
Hello Dennis Wangerin,
I need also send scheduled reports as pdf. But m unable to see option for this in sugar v 8.3
