Overview

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

  1. Navigate to the Automation page via your navigation bar

  2. Click Create Workflow in the top right corner

  3. Select A scheduled date/time occurs as the source event

  4. Give your workflow a name and click Create

2. Set up your trigger (tell OneUp when you the report to be sent)

  1. Select the date/time you want the matrix report email to be sent

  2. Optional: Turn on Repeat to receive emails on a recurring basis. Read up on the different configuration options and use cases here.

  3. Click Save

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)

  1. Click the + underneath your Trigger setup

  2. Choose Email Matrix Report

  3. Select which of your Matrix views to send

  4. Select individual OneUp users or whole teams as recipients (find out on how to configure this here)

  5. Click Save


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:


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

Did this answer your question?