Scheduling Monthly Reports

Schedule Information

  • Enter the schedule name
  • Check “Run Report More Than Once” = TRUE
  • Select Monthly and “Day 16 of Every 1 Month(s)”, and set the time to the early morning (between 1:00am – 4:00am)
  • Check “No End Date” = TRUE

Recipient Information

Message Information

Enter the Subject Line as follows:

  • [BOX FOLDER ID] | [Report File Name] | FALSE
    • The Box Folder ID directs the Workato recipe where to upload the file
    • The second piece identifies the NAME of the file when it is uploaded
    • The third piece identifies that this is a weekly report that will overwrite itself each week, it will not save a version
    • The BAR between each section is a bar made by clicking “Shift + \”
  • Leave the body of the message blank
  • Select “MS Excel” as the sending format