Create Report

The Create Report action allows users to generate reports directly from Tabidoo as part of their workflow automation. This action is particularly useful if you have the Report extension installed and have already created reports within the system. Once triggered, it can automatically generate a report based on the specified parameters and output format, which can then be used further in the workflow, such as attaching it to an email notification (Send Email action).

Configuration Options:

Report Selection

• Report: Select a report from the available list of reports created in your app.

Output File Name

• Output File Name: Enter the desired name for the generated report file. This name will be used when the report is sent.

Report Format

• Report Format: Choose from the available output formats to define how the report will be generated. The following formats are supported:
  • Portable Document Format (.pdf)
  • HyperText Markup Language (.html)
  • Microsoft Word (.docx)
  • Microsoft Excel (.xlsx)
  • Open Document Text (.odt)
  • Open Document Spreadsheet (.ods)
  • Comma Separated Values (.csv)

Don't Create if Empty

• Don't Create if Empty: Check this box if you want the report creation to be skipped in case the generated report has no data. This prevents unnecessary file creation when no relevant data is available.

Dynamic Storage

• Once the report is generated, it is stored in the special object doo.workflow.runningData. This allows the generated report to be used in subsequent steps of the workflow. For example, the report will be saved under a dynamic name like doo.workflow.runningData.xg41er0y2b (the specific name will vary).

Using the Report in Further Actions

• If the Create Report action is followed by a Send Email action, the report will appear in the Attachments section of the email configuration. From here, you can attach the generated report to the email notification that will be sent out to recipients.

Use Case Examples:

• Generate a PDF report from a pre-defined sales report template.
• Attach the generated report to an email and send it to the relevant stakeholders.

The Create Report action is a powerful tool to automate the generation and distribution of reports in Tabidoo, saving time and ensuring that the most up-to-date information is shared automatically as part of your workflow.