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Email distribution

Yvonne Jury

February 27, 2018 22:04

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Hello,

I have a vacation balance report that creates a separate sheet for each manager (using the NL Sheets function).

Is there a way to set up an email distribution to send only the appropriate sheet to each manager?

Thanks!

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3 comments

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  Harry Lewis March 02, 2018 15:56

  Hello Yvonne -

  The only I know of would be to configure a one-sheet report that runs for a specified manager (specified in a Report Option) and then schedule that report to run for each manager ("Batch" scheduling).

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  Yvonne Jury March 02, 2018 19:20

  Never mind; I found it! :)

   

  Thank you, Harry.

  The instructional video shows how to use the Batch Template.xlsx to attach the report in the email.  Where can I get the template? 

  Thanks!

  Edited by Yvonne Jury March 02, 2018 19:43
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  Harry Lewis March 02, 2018 20:08

  If anyone else is looking: