Create automated report for a custom field for all cards that enter a certain list during a period?

Daniel Clay

We're using Trello to track our sales pipeline. 

 

I'd like a report that sends the values of all estimates sent during a week (either as a sum or a list of individual amounts). 

 

I'm only seeing ways to send reports based on what the list looks like at a certain moment, but I'm looking for all cards that were in the "Estimate Sent" list even if they aren't there anymore. 

 

Is this something Trello can do?

Carolina Lopez_rbdu5v

Hi Daniel, welcome to the Atlassian Community!

You have the option to set up a Custom Field for storing the estimates sent date. This will allow you to generate a report using that date. Let me show you an example:

every friday at 7:00 pm, create a report in variable "weekly" with all cards with custom field "Estimate sent on" set to a date between 0 and 5 days ago using pattern "{cardname} - Value: {{%Value}} \n", and send an email notification to every member on the board with subject "Weekly" and message "{$weekly}"

You can use these documents as a reference to build your automation:
Create email reports with Automation
Automation variables
Use Custom Fields in rules

Let me know if you have any questions!