How to schedule and email a report via AppDesigner
Follow these steps to set it up.
1. Launch AppDesigner and create a new App
2. Double-click on the 'Export Dataset' icon
3. Right-click on the action | Properties and set up the export details | click on the Dataset tab to paste the query, or select the object.
4. Run to confirm the action is producing the correct results
5. Click on the Utilities tab and double-click the email icon |Right-click | Properties
6. Complete the email details and attach the file created above. Enter the SMTP server name for your organization (This is not the exchange server name in Outlook - you may need to get this info from your Network Admin)
7. Run to test email
8. Right-click on the App to test both the query run and the email. Once this is successful then click schedule to schedule the App
