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Problem running automated report filtered by a custom field

Debra Bailey February 22, 2024

Hi. I'm trying to run an automated email report that shows me the value entered within a particular custom field.  This is what I have created for the automation:

Picture1.png

TRIGGER; every day

ACTIONS: create a report with all the card in list ORDERS RECEIVED

with custom field BALANCE TO PAY IS £

set to a number greater than 0

send an email to ***

I receive the email, but there is no information on it and I have plenty of cards with a number value in this field.  I am on the Premium package.  Where am I going wrong?

1 answer

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milynnus
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February 22, 2024

@Debra Bailey 

Did you include your report variable in your email some thing like {$report} ?

Debra Bailey February 22, 2024

No I didn't. I'm very new to reports so don't really know what I need to add to get a result. I simply choose the parameters from the choices given. Where would I need to add the formula you mention?

milynnus
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February 22, 2024

@Debra Bailey 

If you did not give your report a name, then use {$report} as part of the body of your email. 

Debra Bailey February 22, 2024

Thank you.  That did it :)

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