Present automation issue
I'm looking for a workaround to better control ou Present export automation. Maybe I'm missing something.
We have created a present to generate client monthly reporting.
Works great, there is a "site code" filter which allows us to get specific data for each of our site. We now have 150 clients, and it is not possible to manually generate each present.
So what we did was the following :
- Set a filter for one site
- Create a broadcast, sent to the person in charge of the site, with the current filters
- Name the broadcast with the site code
So far, seems great.
I have two major issues. The first one is that it is nearly impossible to maintain this config : if someones tell me that he didn't receive the report, here's what my automation looks like :
Good luck finding the one with the problem !! 😭
(we're looking at 150 lines, probably 200 in the next 6 months)
The second issue is that if the data is incorrect, I can't see what the filters values are :
I tried to look into the API, but didn't find how to trigger the report broadcast.
I would be able to provide all the data (Present UUI, filter values, recipient email), and willing to create a script calling 200 times a report broadcast or even a pdf download, but I didn't find any way to do it.
Does anyone have an idea ?