Send Report Feature - Option to Exclude the format attachment. | Community
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DavidGu1
Level 4
March 10, 2017
New

Send Report Feature - Option to Exclude the format attachment.

  • March 10, 2017
  • 7 replies
  • 832 views

There are some reports that are best viewed in Workfornt and would benefit from "sending" the report but only sending a message to direct users to the link so they view the report in the system.

These reports are typically single reports that have broad usage across a very large user base. Case in point - reports that use the manager field as a filter to specifically show only users that report to that manager. This would allow creating one recurring report to send out instead of having to create a different recurrence of that for every unique manager.

    7 replies

    M
    MarcMo
    Level 6
    March 10, 2017

    David - I think you have to update your own idea if you want your vote for it to be counted.

    J
    JacobBi
    Level 2
    March 29, 2017

    Ditto!

    We use a report that is sent to all staff members daily that includes only their late and upcoming tasks (using the $$USER.ID wildcard). Unfortunately, Workfront requires that we attach a "static" report (not using $$USER.ID) to the email notification that is sent each day. This causes confusion as we now have to include a "ignore the attachment, use the link below" disclaimer...

    J
    JamieHi
    Level 8
    November 7, 2017

    Agreed. We'd like to use the report deliveries but the attachment we'd want optional as ideally we want people going into the link!

    MoniqueEvans
    Community Advisor
    MoniqueEvansCommunity Advisor
    Community Advisor
    October 29, 2018

    This appears to be the same idea as this one: https://support.workfront.com/hc/en-us/community/posts/115003062994-Ability-to-send-repeating-reports-without-attachment can we combine them?

    J
    JacobBi
    Level 2
    October 29, 2018

    sure. no problem!

    A
    AmyTh2
    Level 2
    January 25, 2019

    Yes! Yes! Yes! For adoption purposes, I'm trying to send an end-of-day reminder to all users to log their time. The report uses the wildcard so the link works fine. But WF is automatically attaching my personal hours logged to the Outlook notification. No attachment is needed. I need them to click the link and log their time.

    MoniqueEvans
    Community Advisor
    MoniqueEvansCommunity Advisor
    Community Advisor
    January 28, 2019

    Agree with Amy. This would be a HUGE help with Wildcard reports as we could do a bulk send. At the moment we send to each manager individually and it maxes out at 10 so we have to make copies of the report to send out.

    Also Amy if it's just for individuals and their timesheets you can create an automated timesheet reminder that sends.

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