Turn a view into a PDF, by month, and send in an e-mail bot

I’ve got two views (Staff Pay Report and Role Pay Report) that are simple tables. They are represented as views in my app, but i want them to be saved as PDF in their table format and sent monthly using a bot in an e-mail as attachments.

As a bonus, i’d like to have this cut per month - so the PDF in August only features August’s figures etc.

Any ideas?

I think an easier option would be to create a monthly slices on the two tables with expressions something like

MONTH([Date])=MONTH(TODAY())

Then you could base your report templates based on these slices.

You could have monthly scheduled bot that runs on the last day of the month to send report for that month.

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This is a good filter, but doesn’t allow me to send a report in a table format AFAIK. Thank y though, this solves issue 2 of 2 :slightly_smiling_face:

Please elaborate what you mean by table format?

If it is a very long table (many columns) , you could try Excel based report.

Alternatively in a GDOC or MS Word template you could have table to display the columns of the table with the template expressions. It is a standard practice to use <> expressions in templates to display multiple records in a tabular format.

HI Suvrutt, it was a template type that you describe. Managed to use ChatGPT to help me get the correct syntax for a <> <> expression. Works a treat now, and with your suggestion of limiting the slice to months it also produces the right report for the right month.

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Great. Thank you for the update.