How can I create an automated email report that filters cards in a list from the last 7 days?

Question

every monday at 9:30 am,
create a report in variable "published" with all cards in list "PUBLISHED",
and send an email notification to "XXXX"
with subject "Published" and message "Recently published on the Projects 2023 board.{$published_html}"

Lara · Accepted Answer

Hi Brian,

Thanks for reaching out!

Just to confirm, are you wanting to create an email report that collates all the cards added to the list "PUBLISHED" in the past 7 days?

If so, while this isn't directly possible, there is a workaround using Custom Fields (available on paid plans).

You'll want to first set up a rule which adds the date the card was added to the list. For example:

when a card is added to list "PUBLISHED", set date custom field "Added to list" to today

Then, you can set up your report automation as:

every monday at 9:30 am,
create a report in variable "published" with all cards in list "PUBLISHED" with custom field "Added to list" set to a date less than 8 days ago
and send an email notification to "XXXX"
with subject "Published" and message "Recently published on the Projects 2023 board.{$published_html}"

I hope that helps!

All the best,

Lara
The Trello Team