Are you tired of exporting reports, uploading them to emails, and sending them to your directors? Well, OneUp's automated matrix report feature will be perfect for you. Just choose the matrix you'd like to send, when/how often to send it, and who needs to receive it. Who doesn't love saving time on sending emails 🥳 ?
Setting up an automated Matrix report email
1. Create a new workflow
Navigate to the Automation page via your navigation bar
Click Create Workflow in the top right corner
Select A scheduled date/time occurs as the source event
Give your workflow a name and click Create
2. Set up your trigger (tell OneUp when you the report to be sent)
Select the date/time you want the matrix report email to be sent
Optional: Turn on Repeat to receive emails on a recurring basis. Read up on the different configuration options and use cases here.
The example above shows a report being sent out every Monday at 9am
3. Add a new stage (tell OneUp which matrix report to send and to whom)
Click the + underneath your Trigger setup
Choose Email Matrix Report
Select which of your Matrix views to send
Select individual OneUp users or whole teams as recipients (find out on how to configure this here)
The email will have the report in form of an Excel spreadsheet as an attachment. Targets that you have set will be visible in the comments of the cells.
Ready for more?
Check out other articles on making your life easier with Automation:
If you still require help on this topic, get in touch with our support team via the chat system or email firstname.lastname@example.org.