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. |
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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. |
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