Generating an excel report and uploading it to a shared drive automatically
Hi Everyone,
Is it possible to generate an Excel Report from the Excel Reports Builder section at a specific time automatically and upload it to a shared drive folder?
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Hello.
Currently, Creatio does not provide native functionality to automatically schedule Excel report generation from the Excel Reports Builder or direct upload to a shared drive folder. The export to Excel feature can only be initiated manually within the UI using the "Export to Excel" option.
If you require automation for this process, it will need to be implemented through custom development or the use of external scripts and tools.
Best regards,
Antonii.
Antonii Viazovskyi,
Currently we can generate Excel Reports via a business process and send it as an attachment in an email. Is there a way to rather upload those in shared drive folder instead of email through a business process?