Can Rock auto send report results to someone?

Question

I have a Data View of birthdays coming up every 7 days and would like the results sent to the children's ministry team every Monday morning. How can I automate that?

Answer 1

You can automate this by

1. Build Data View

2. Create System Communication.

{{ 'Global' | Attribute:'EmailHeader' }}<p>Hello {{ Person.NickName }}, <br>
                                                
                                                These children have birthdays in the next week.</p>

1. Then Insert lava to the template:

   

   (edit dataview number).

*To show the results of the data view with links to the person profiles:

{% person dataview:'811' %}

<p>There were {{personItems | Size}} people tagged as New from FTGYouth this week:</p>

{% for person in personItems %}

<a href='{{ 'Global' | Attribute:'InternalApplicationRoot' }}Person/{{ person.Id }}'><b>{{ person.FullName }}</b></a> ({{person.AgeClassification }})<br/>

{% endfor %}

{% endperson %}

1. Create a System Job. Job Type will be Send Group Email. Group-select a group where you list the people who will receive the notice. Choose the system communication and set the time.