Hello,
I am trying to create an automated bi-weekly report, and I figured out how to send it to excel and format it correctly, but I can't seem to figure out how to make it a new excel file and not the original template file.
I'd love to find a way to create a new report that is named something along the lines of "Customer's Weekly Report 04/15/24" with the date being whatever day I run the report.
Is that possible?
Solved! Go to Solution.
@Megshipp use the formula tool and create a full path
I've got that, but I guess I don't understand how to link that to my workflow and get it to save as a separate file and not just a new sheet. I also need it to keep it's formatting as well.
That got me what I needed. Thank you both for your help!
Glad to know it helps.