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I'm trying to create an emailed report to show all cards in certain lists from a board.

Stacey Brattain

I'm trying to create an emailed report to show all cards in select lists from a board. When I create the board rule, it comes through blank & says there are zero cards in the board. I've tried to do it 2 ways - I said to create a report with all cards in List --, in List -- & I've listed all the lists I've wanted included & then told it to sort by due date. I've also done the same thing, but tried said to create a report in variable{boardname} with the rest the same. Either way, the email is coming through with no cards listed & the Usage Log is saying 0 cards either way. How do I get it to recognize the lists & cards in the lists?

I just tried to update the variable to the name of my board & picked 1 list & it said it included 1 card, but the email is still blank.

Accepted answers

Hannah Humbert - Simpla Workflows

Hi @Stacey Brattain ! Are you able to share how your command looks? For a report with multiple lists, it should look something like this:

every friday at 11:45 pm,
create a report in variable "Doing"
with all cards in list "Doing"
using pattern "- [{cardname}]({cardlink}) ({cardmemberusernames}) {{%Priority}} => DUE on {cardduedate}",
create a report in variable "Done" with all cards in list "Done"
using pattern "- [{cardname}]({cardlink}) ({cardmemberusernames}) {{%Priority}} => DONE on {{%Completion Date}}",
and send an email notification to every member of the board
with subject "Report for week #{weeknumber}"
and message "Doing:\n\n{$Doing}\n\nDone:\n\n{$Done}"

All comments

Hannah Humbert - Simpla Workflows

Hi @Stacey Brattain ! Are you able to share how your command looks? For a report with multiple lists, it should look something like this:

every friday at 11:45 pm,
create a report in variable "Doing"
with all cards in list "Doing"
using pattern "- [{cardname}]({cardlink}) ({cardmemberusernames}) {{%Priority}} => DUE on {cardduedate}",
create a report in variable "Done" with all cards in list "Done"
using pattern "- [{cardname}]({cardlink}) ({cardmemberusernames}) {{%Priority}} => DONE on {{%Completion Date}}",
and send an email notification to every member of the board
with subject "Report for week #{weeknumber}"
and message "Doing:\n\n{$Doing}\n\nDone:\n\n{$Done}"

Stacey Brattain

@Hannah Humbert - Simpla Workflows

Sorry, my butler command is:

create a report in variable "Loan_Pipeline" with all cards in list "SET UP" in list "RECEIVED FOR PROCESSING/DISCLOSURES" in list "SUBMITTED TO UW" in list "APPROVED WITH CONDITIONS" in list "BACK IN UW" in list "CTC 🎉" in list "IN CLOSING" in list "CLOSED/FUNDED" in list "CANCELLED" group by due date, and send an email notification to "sbrattain@channelwoodmortgage.com" with subject "Current Pipeline" and message "Here are the current loans & their statuses:\n\n{$report}"

Hannah Humbert - Simpla Workflows

@Stacey Brattain It looks like you're not able to create a single report variable with AND/OR statements. So it won't work if you're saying "in list "X" AND "Y" AND "Z"". Instead, I believe you'll need to create separate report variables for each list like the example I gave above.

Robin Warren _Blue Cat Reports_

hi @Stacey Brattain

As Hannah has said I don't think you can set this up in Butler. You could create multiple separate reports, or maybe look at 3rd party tools like Blue Cat Reports which has email reports and is a lot more flexible.

Thanks,

Robin

Stacey Brattain

@Hannah Humbert - Simpla Workflows @Robin Warren _Blue Cat Reports_

I've tried it w/just 1 list & the email is coming in blank that way too, so I think I'm missing something.

There is a premade email report called "Board Snapshot" that is like what I'm trying to do, but there are some lists I don't want on the report that are showing up in the Board Snapshot. What I'm trying to accomplish is send a report with all the cards in almost all the lists(I need to exclude a few) & show the name, labels & due dates on the cards. Any other thoughts on how to do that?