I want to schedule the sending of a monthly report in RE NXT

Jack Wagner

My manager wants to personally call each donor who gave over $1,000 in a month. Is there a way to schedule a report for my manager that arrives on the first of each month listing all $1K and up donors from the previous month? It's easy to create the query or list, but I'm not sure how to automate sending the report on the first of each month to another user. Thanks, Jack

Carlene Johnson

If you are using a Standard Report you can schedule it to run for your manager but they will need to log into RE to retrieve it as the only place you'll see it is in the system notification bell in the top right of RE. If you want the report to be emailed to them automatically each month you will need to either use Power Automate Flow or a third party tool such as @Red Arc's Workflow Agents. Workflow Agent is currently in EAP and I've talked with them about the desire to schedule deliver of reports via email.

Queries and Lists can't be sent on a schedule.

I recommend attending the May Product Update Briefings to hear of any updates related to automation, scheduling, and the like.