Creating a report daily to show cards with a certain label so they can be followed up by team.
Have had no previous success creating reports so any suggestions would be helpful.
We use codes for each card i.e. customer initial then work type I need to get the work type in a report
@Jan if a third party Power-Up is an option, take a look at the Reports by Screenful Power-Up, which makes it easy to create such a report and schedule it to be sent daily at the specified time to the selected individuals.
Here are some guides for working with reports:
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