Create a report monthly

Question

I need to create a monthly report for my boss that includes all the activities of the month, including completed tasks, pending tasks, and the total number of activities. The report should also include the percentage of completed tasks, the number of completed tasks, and the number of pending tasks.

every month on the last day at 22:00 pm, create a report in variable "RelatorioMensalConcluidos" with all cards due this month with all checklists complete, create a report in variable "RelatorioMensalPendentes" with all cards with an incomplete checklist with an incomplete due date, create a report in variable "TotalCardsMensal" with all cards due this month, and send an email notification to "***********" with subject "Relatório Mensal: #{monthname}" and message "Atividades Concluídas:**
{$RelatorioMensalConcluidos_html}

**Atividades Pendentes:**
{$RelatorioMensalPendentes_html}

**Resumo:**
- Total de Atividades: {$TotalCardsMensal_count}
- Atividades Concluídas: {$RelatorioMensalConcluidos_count}
- Atividades Pendentes: {$RelatorioMensalPendentes_count}
- Porcentagem Concluída: {percentcards:RelatorioMensalConcluidos/TotalCardsMensal}%"

can anyone help me?

Renato Fagaraz · Answer

Hi @Pedro !

Looks like you're already on the right track with setting up your monthly report. Just a heads-up, the time you mentioned (22:00 pm) is a bit off since it mixes 24-hour and 12-hour formats. You might want to adjust that to either 22:00 or 10:00 pm.

Also, a great way to start is by setting up the rule using a board button. This way, you can test and tweak it until it's just right before making it run automatically every month.

Here's a handy article on custom field variables in automation that might come in useful: https://support.atlassian.com/trello/docs/using-custom-field-variables-in-automation/

Hope this helps!