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Email report with multiple lists

Susanna Donato

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.

Screen Shot 2023-08-06 at 1.18.20 PM.png

Accepted answers

Beverley

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!

All comments

Beverley

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!

Susanna Donato

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!

Screen Shot 2023-08-08 at 7.35.23 PM.png

Screen Shot 2023-08-08 at 7.34.50 PM.png Screen Shot 2023-08-08 at 7.35.34 PM.png

Susanna Donato

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.

Beverley

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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