How can I send a dashboard report via automated email in Odoo?
So that it can be sent periodically.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Proiect
- MRP
Această întrebare a fost marcată
1
Răspunde
1166
Vizualizări
To automate the download and sharing of a dashboard report via email in Odoo, this is not available by default in standard Odoo functionality.
However, it can be done with some customization.
Suggested Approaches:
1. Simple Approach (Share Link via Email - Manual Download)
- Create a scheduled action: Settings > Technical > Scheduled Actions
- Use the 'SpreadsheetShareButton' and 'shareSpreadsheet' JS class to get the shareable URL of the dashboard.
- Send this link via email using a custom server action or email template.
2. Advanced Approach (Send Excel Report as Email Attachment)
- Create a scheduled action as above.
- Get the dashboard URL using SpreadsheetShareButton and shareSpreadsheet.
- Use custom code to download the Excel file from the link.
- Attach the file to an email and send it automatically to the desired recipients.
We hope this helps! In case you need further assistance- you can reach out to us!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te