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.
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 sent.
Fields in the report: Allows the user to select the fields they wish to be included in the spreadsheet.
Add Header with more details: Adds a header to the generated report.
Group by: Groups rows that have the same values into summary rows.