Triggered Group Action Report

The Triggered Group Action Report option allows you to create reports that are produced (triggered) when an action occurs. These reports are reports in PDF and are then either sent to the user or to an external email address. 

 

There are a few ways to trigger these reports:

• Settings  icon
• Group Settings menu
• An action within the preferred group 
• Edit the action 
• Within the Triggered Group Action Report section 

 

Now that we've talked a bit about these reports, let's discuss how to create one (or several!).

 

Create a Triggered Group Action report

1. From within an action, or when creating a new action, navigate to the Triggered Group Action Report section, and then click Add New Report. (See Create or Modify an Action for more information on creating/editing actions.)

 

 

We recommend you take a peek at How to Create and Customize a Report for tips on building reports. You'll follow most of the same steps when building a triggered group action report with a few exceptions:

 

2. Use the Trigger On drop-down menu to select whether you wish for the report to trigger when the action is applied or returned. 

3. Use the Send to drop-down menu to select whether to send to a specific user or, a specific email.  

4. Click Save once you've completed all of your fields and just like that, you've created a triggered group action report! 

 

Related Topics

Action Reports

Group Actions and Returns

Create or Modify an Action

Create a Report