Create Reports and Automatically Email Them

[BMartinCOE]

Hello,

I am working on a project where it would be great to be able to send out automatic emails that contain well formatted data analysis based on each unique ID.

The data process is something like this: 

1. Annually receive data from entities. (includes email address as a field)

2. Analyze annual data.

3. Append annual data to a master file.

Part 1: I don't know how to do:

Then I would like to create a report card type of thing. The report card type thing could be normal sized page, group by unique ID, so it would include analysis based on all the years of data that ID has submitted.

Part 2: I don't know how to do:

It would then be ideal to send the report card based on unique ID to the email address included as a field.

Is something like this possible? What kind of guides can I find on this topic?

Thank you very much:)

[apathetichell]

Yes.

part 1) learn about reporting tools: https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Reporting%...

part 2) Use the email tool.

[Tam]

@BMartinCOE first thing first. Do you have access to an Alteryx Server or Gallery? 

regards 

Tam 

[BMartinCOE]

@Tam Thank for the response. I am not sure I have access to either of those. I believe I only have the desktop application. How could I check.

[BMartinCOE]

hello @apathetichell thank you very much for the response. I have been following the trainings you linked and they are much help.

I was curious if you could help me understand how I go from the reporting tool creating 100s of files to then emailing each of those files to their correspond address? I understand the email tool at least on its surface but I am confused on how you go from the render tool to the email tool.

Thanks:)

[apathetichell]

@BMartinCOE - no problem! so basically you'd group your table tool (or whatever reporting tools you are using to create your reportcard) by email. In the end you'd have two fields - email and reportcard. These feed into to the email tool with email going into the email field and the reporting tool snippet field into body and voila - your report cards are emailed out. reporting snippets are formatted html so this isn't an issue.

You don't need Server for this. You will need some kind of basic auth to email (even if gmail smtp integration is used).

[Tam]

@BMartinCOE If you are saving your workflow to your network drive local drive and you are not publishing it. 

Then most likely you have not connected to a server. I'd probably reach out to Alteryx Support to ask if your company has a lic for server, they can probably connect you to the owner of it. 

also, you might find some on this useful. 

How To: Send Emails Through Gmail Using the Alteryx Email Tool

a bit old but I really like @NPT approach. How to Use the Alteryx Email Tool (youtube.com)

[apathetichell]

@Tam - I think I'm missing something here - why do you think this requires Server? 

[Tam]

@apathetichell reference to server is on my assumption @BMartinCOE wants the workflow to automatically run and send the data. Having said that I should clarify rather than assumes.

I am aware server is not needed to use the email tool hence the link to the howto and NPT's tutorial.  

[apathetichell]

Yeah - to create the report cards/send emails of them - update some master DB - there's no need to have Server. I do these kind of things - and haven't had Server in about a year. If @BMartinCOE isn't running on their own system and they want to trigger via api (or schedule it) they would need server.