Question

Photo of Daniel Barr

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Emailing Reports on a set Schedule

2

Is there any way to have a report run and emailed on a set schedule?  I have created an upcoming birthdays report, and would like to be able to have it automatically emailed to leaders on a weekly basis.

  • Photo of Aaron Porter

    0

    Hey Daniel!

    I haven't played with emailing reports a lot, but I'm confident it's possible using a combination of a lava and workflows.

    However, another option for sending out birthday notifications (and others) would be the Following feature. (https://www.rockrms.com/Rock/BookContent/5#following)

    It's a really handy tool that I've recently started encouraging my staff to use and it's very customization. By default there is already a Upcoming Birthdays and Birthdays following events that can be modified if needed. Every day at 7:00 am, if any of the events are triggered, Rock will send an email out with a list of upcoming birthdays or today's birthdays. The guide I linked will explain it better!

    Just remember to enable the related jobs in System Settings -> Jobs Admin.

    Hope this helps!

  • Photo of Shawn Ross

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    The following function works well. I've only used it in scenarios where a Rock user is following an individual (and therefore would receive the birthday reminder for the person(s) they are following, not a group).

    However, I believe there's another, easier option based on your need. If you go to your Rock Shop and look under 'General' you'll see a plugin called "Birthday Announcements". This plugin is pretty flexible, and I think the settings it offers covers your request.

    You can also see the details by taking a look at the plugin on the demo site (check out the documentation)