Scheduled Report Workflow Block

The Scheduled Report Workflow Block stores objects that meet the begin block criteria into a report that gets sent in an email as an attached spreadsheet at a regular interval. This allows Oomnitza users to remain up-to-date on changes in their systems without being bogged down by notifications that occur every time a change occurs.

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Name: The name of the block, and of the report. Oomnitza recommends using a descriptive name so it's easy to identify the report when users receive it.

Recipient Email: The email addresses of the user or users who should receive this report. 

Reports Schedule: The frequency at which this report should be send. 

Fields in the report: Allows the user to select the fields they wish to be included in the spreadsheet. 

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