This seems like it would be easy but I cant figure out exactly how to generate a report once a week which has the custom fields listed per card. I need the report from a single board, grouped by list, with card name and the current status of all custom fields (qty 10). Dont need any other information aside from this.
Hi @Dave Dobson, welcome to the Atlassian Community!
If you would like to receive the report via email, you can set this up using Trello automation. Please refer to the following documents to learn how to create reports and utilize Custom Fields in automation:
Create email reports with automation
Use Custom Fields in automation
Here's an example of an automation that creates a report every Monday:
every monday, create a report in variable "mondayreport" with all cards using pattern "{cardname} - Last Activity: {{%Last Activity}} - Priority: {{%Priority}} \n", and send an email notification to "email@email.com" with subject "Monday report" and message "{$mondayreport}"
Thank you. Does each custom field need to be listed or is there a method to list the status of all custom fields?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Unfortunately, there isn't a variable for all Custom Fields, so you will need to list each one individually.
Let me know if you have any further questions, and I'll be happy to help!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.