Schedule and send generated export (csv) report to Users

What are the steps to generate schedule a report and send exported (csv) results to specific email ids?

  • It depends on the version of sugar you are running. On Professional, for example, each user has to go to the report and schedule it for themselves. In Enterprise/Ultimate, as of v9 I believe, you can add multiple users to a scheduled report.


    See if this helps (Note that the link is for Enterprise v10.2) you may need to change version if you are running something different:

    https://support.sugarcrm.com/Documentation/Sugar_Versions/10.2/Ent/Application_Guide/Reports/#Scheduling_Reports

    FrancescaS

  • To schedule and send as CSV you'll need to use Advanced Reports, only not available in Pro version

    .

    CRM Business Consultant

  • You can also create a custom scheduler, that runs a SugarQuery, generates and output and emails it as a csv attachment.

    There ia a fair amount of coding involved, and you would have to code it so it emails by exact email address, by a User's Team (email everyone in a given team) or some other similar criteria.

    For example, I have a daily report that runs to report any errors in our Sync with ERP

    custom/Extension/modules/Schedulers/Ext/ScheduledTasks/

    I created a custom scheduler job that queries some data, gets each result as a row and puts the results in a csv with headers which is then attached to an email and sent

    <?php
    array_push($job_strings, 'accountSyncErrorReporting');
    function accountSyncErrorReporting(){
      include_once('custom/entry_points/Utils/send_group_email.php');
    
      global $db;
      $send = false; //send only if there is something to report
      
      $query = "select * from ora_sugar_accounts_stg where comments is not null and integration_status = ?";
      $conn = $db->getConnection();
      $stmt = $conn->executeQuery($query, array('sync_failed'));
      
      if(!empty($stmt)){
        $headers = array();
        //the csv goes in a temp directory we have in our sugar cache directory
        if(!is_dir(sugar_cached('temp'))){
          sugar_mkdir(sugar_cached('temp'));
        }
        
        //create csv attachment with results
        $filename = 'AccountSyncErrorReport_'.date("Ymd").'.csv';
        $file = sugar_cached('temp/').$filename;
        $fp = sugar_fopen($file, 'w');
        
        //start creating the attachment
        if($fp){
          header("Content-Type: text/csv");
          header("Content-Disposition: attachment; filename={$filename}");
          header("Pragma: no-cache");
          header("Expires: 0");
          foreach($stmt->fetchAll() as $row){
            $send = true; //we have results
            //format results
            if(empty($headers)){
              $headers = array_keys($row);
              fputcsv($fp, $headers);
            }
            fputcsv($fp, array_values($row),',','"');
          }
          fclose($fp);
        }
        
        $to_email_addresses = array(<a list of email addresses is added here>);
        $subject = "SugarCRM warning: Accounts Failed Oracle Sync";
        $From = '<the from address I want to send this as>';
        $FromName = 'SugarCRM Notice';
        $email_body =<<<BODY
          Please find attached the accounts that failed to sync from Oracle today
    BODY;
        if($send) sendGroupEmail($to_email_addresses, $From, $FromName, $subject, $email_body, array(), $file);
        return true;
      }
      return true;
    }
    
     

    The send Email code quite old and probably could use a revision and improvements but you know how it goes, if it works, you never have the time to go back and make it better... ;)

    <?php
      //Function to send Email message
    
    function sendGroupEmail($ToEmailAdd, $FromEmailAdd, $FromEmailName, $EmailSubject, $EmailBody, $CcEmailAdd = array(), $attach='') {
      include_once('modules/Mailer/MailerFactory.php');
      global $sugar_config;
      $To = array();
      $Cc = array();
    
      if(is_array($ToEmailAdd)){
        $To = $ToEmailAdd;
      }else{
        $To = explode(';',$ToEmailAdd);
      }
    
      if(is_array($CcEmailAdd)){
        $Cc = $CcEmailAdd;
      }else{
        $Cc = explode(';',$CcEmailAdd);
      }
      try{
        $phpMailer = MailerFactory::getSystemDefaultMailer();
        $mailTransmissionProtocol = $phpMailer->getMailTransmissionProtocol();
        $FromEmailIdentity = new EmailIdentity($FromEmailAdd, $FromEmailName);
        $headers = new EmailHeaders();
        $header_array = array(
          'From'=>$FromEmailIdentity,
          'ReplyTo'=>'',
          'Sender'=>$FromEmailIdentity, //mandatory
          'Subject'=>$EmailSubject,
        );
        $headers->buildFromArray($header_array);
        $phpMailer->setHeaders($headers);
        $phpMailer->setTextBody($EmailBody);
    
        foreach($To as $to_addr){
          $phpMailer->addRecipientsTo(new EmailIdentity($to_addr, $to_addr));
        }
        foreach($Cc as $cc_addr){
          $phpMailer->addRecipientsCc(new EmailIdentity($cc_addr, $cc_addr));
        }
        if(!empty($attach)){
          $phpMailer->addAttachment(new Attachment($attach));
        }
        $phpMailer->send();
      }catch(MailerException $me) {
        $message = $me->getMessage();
        $GLOBALS["log"]->fatal(
          "SendGroupEmail: error sending e-mail (method: {$mailTransmissionProtocol}), (error: {$message})"
        );
      }
      return;
    }
    ?>
    

    Hope this helps you find a solution that works for you! 
    FrancescaS

  • This functionality is now available in the recent Q1 2022 release. You can read more about this functionality in the Application Guide.


    Alex Nassi
    Digital CX Operations Director
    SugarCRM