Hello,
We need to evaluate how to build a report to send using bulk mails monthly to customers.
The complexity is the report must have different typo of data, from different sources including also some graphs as you can see on the attached image,
Can I did it using some marketplace Creatio addon?
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Hello, Julio!
There is no such option by default, but here are some marketplace apps that may cover some of your tasks:
https://marketplace.creatio.com/template/send-email-attachments
https://marketplace.creatio.com/template/send-monthly-sales-report
https://marketplace.creatio.com/app/printable-attachment-email-creatio
Regards,
Dean
Dean Parrett,
Thanks Dean,
Even if I use FastReport? I understand if I use Fastreport, I can achive it or not?
Dear Julio,
No, the is no such mechanism that could take data from multiple places in the system, make a report out of it and send it, for example, in an email. There are only some partial workarounds that I've sent but they work separately.
Regards,
Dean