Daily Reports in Excel Format

💬 General Discussion
1

Hi

We have daily reports that run and are scheduled to send to certain users daily however the end users that receive the report have asked if they can get the report in excel format how can I change the scheduled report to send as an excel sheet. I can manually export the report to .CSV however we would like to receive the .CSV automatically without having to manually export.

2

i don’t think such a feature exists, you would have to develop it yourself.

Have a look at this technique, it might make things quite simple for you:

https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/14778-retrieving-the-results-of-a-report#49805

Also, if you want to see how the current job is pulling the pieces together, here it is:

https://github.com/salesagility/SuiteCRM/blob/master/modules/Schedulers/_AddJobsHere.php#L817

3

Hi.

This is an important feature in my view.

We all know that being very useful, the building interface for reports is very limited, and it is often necessary to export reports as CSV in order to rework them in Excel.

Has anyone already found an easy way to modify the existing function in order to send cvs instead of pdf attachment ?

Thanks.