This action allows you to send a matrix report to either individuals or whole teams of people with ease. We most commonly see this action combined with the use of the Scheduled Event trigger.

Setup

Field

Description

Example

Matrix view to send

This is the Matrix view that we will use to generate the report we send via email.

Weekly Stats

Users

Select the users that you would like to send your report to.

Note: you can select both users & teams. If a user exists in the selected users and a team, only 1 email will be sent.

N/A

Teams

Select the teams that you would like to send your report to.

Note: you can select both users & teams. If a user exists in the selected users and a team, only 1 email will be sent.

N/A

Timezone

The timezone that we should generate your report in. This may be useful if you're setting up a workflow to send to the US team and you're based in the UK.

London

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