Get a daily e-mail report from any table filter

Get

Any a daily e-mail report from anysaved table filter

Booster ERP can e-mailbe you a daily report of any list, filtered exactly the way you want it. You save a filter on a table (for example Products, Sales orders, Work orders…), link itlinked to the “Send daily filtered email report” scheduled job,job. andOnce every daylinked, you receive ana daily e-mail with the filter’s current matching rows attached as a spreadsheet.spreadsheet — great for “send me everything that matches X every morning”.

TheThis reportguide is sent tocovers yourlinking ownonly. e-mailIf addressyou don’t have a saved filter yet, first create and containssave theone columns— yousee haveCreating visibleand onsaving thetable table.filters. YouIt can do thisworks on any table you have access to —(Products, thisSales guideorders, usesWork Products as the example.orders…).

1. Open the tablefilter panel and itsfind filter panel

Open the list you want a report from (here: Products) and click the funnel / filter icon in the toolbar at the top-left. This opens the filter panel: fields on the left, active filters in the middle,your saved filters on the right.

2. Apply your filtersfilter

On the left,table, click the small funnel icon next to a field (e.g. Product type), choose the value(s) in the middle panel, then click Apply. Add as many filters as you need.

3. Save the filter

Re-open the filter panel.panel In(funnel icon, top-left). Your saved filters are listed on the top-rightright, box, type a name (e.g. My products report) and click the + button. Your filter appears in the saved-filters listeach with a row of actionicons. icons.

4. LinkOn the filter you want, click the clock icon — “Link to scheduled job”.

2. Link it to the daily e-mail report

1. ClickIn the clock icon on your saved filter — “Link to scheduled job”.

In Select scheduled job, dropdown, choose “Send daily filtered email report”. Click Link filter.

Done! A small badge appears on yourthe filter showingshows it’s linked. You’From the next scheduled run you’ll now getreceive a daily e-mail with the current matching rows as a spreadsheet.spreadsheet, sent to your own address.

5.3. Stop or manage a report

Click the same clock icon again. LinkedJobs jobsthe filter is linked to are listed under “Already linked to” — click Unlink next to a job to stop that report. You can re-link it any time.

Good to know:know

the

reportThe e-mail always reflects yourthe filter’s current criteria;criteria and visible columns — edit the filter and the next report updates automatically. The report is sent to you, and only includes rows you canhave seepermission to see. Need a different frequency or recipient? Those are included;managed theby an administrator. The “System filters” section in the panel is admin-only and— regular users can beignore ignored.it.