I need to create 2 emailed reports that includes items from 2 lists in one case (daily) and 4 lists in another (weekly). I have tried the advice in response to another question, but it's not working for me.
I do get a report if there is only one list in the automation, and I can get a multi-list report if I choose all items assigned to me, but I don't want to use the "all assigned" method for the daily email because I don't want "done" items on the list. On the weekly email, I could do the snapshot but I don't want the "done" list included.
Thanks for any help!
Here's the code I have, showing two different formats I tried -- neither of which worked.
Hi Susanna - welcome to the community!
If you'd like to create a scheduled automation email report with multiple lists, then you'll need to set up report variable names first, and then add these report variables in your email message with the {$variable}. Report variables can only contain basic ASCII characters: letters 'a' to 'z' without accents, numeric digits, underscore.
An example of a scheduled report automation is:
every friday at 11:45 pm,
create a report in variable "Doing"
with all cards in list "Doing",
create a report in variable "Done"
with all cards in list "Done",
and send an email notification to every member of the board
with subject "Weekly Report for week #{weeknumber}"
and message "Doing:\n\n{$Doing}\n\nDone:\n\n{$Done}"
We have a guide with more information about creating scheduled reports here: https://support.atlassian.com/trello/docs/creating-reports-with-butler/
I hope that helps!
Thank you! I did look at that guide, but maybe the piece I am missing is how to create the variables. I re-wrote my variables without special characters or spaces and then again with the _html that I saw referenced in another similar question. The automation report says it pulled 7 cards in one list and 5 cards in another list, but I still get an empty email with either format.
Where am I going wrong now? Appreciate the help!
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And on a related note, I had no idea how much coding would be involved in using Trello. I am spending hours and hours trying to get an email with my to-do lists. Am I missing some feature that would make this system more efficient than my manual to-do lists? I'm about to give up.
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Hi Susanna,
You’re almost there! I can see you've created the report variables, and the next step would be to include them in email.
I can understand that the set up of customized email report automations may take some time, but once you've finished the set up process, Trello can be a simple and powerful tool for managing your tasks.
When creating an automation report, you'll first need to create the report variables with plain text.
Then send a visual email and include each of report variables you've created {$reportvariable_html}
Based on the automation you've set up so far, you'll want to make changes to the email message, so it can look something like below:
every day at 7:00 am,
create a report in variable "susannapriorities"
with all cards in list “Priorities This Week”,
create a report in variable “Sprogress”
with all cards in list “Susanna’s In Progress”,
and send email to “email address”
with subject “Susanna’s to do {dateshort}"
with message “You got this!
Priorities this week: {$susannapriorities_html}
Susanna’s In Progress: {$Sprogress_html}"
I hope that helps!
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