Automating Your Weekly Reports: Exporting Custom Views from Zoho People
Automating Your Weekly Reports: Exporting Custom Views from Zoho People
Sending weekly reports is a must for keeping teams informed, but manually exporting data from Zoho People can become a tedious, repetitive task. While the UI makes one-time exports easy, many users look for a way to automate this process and send the file as an email attachment.
This challenge often comes up when trying to use Zoho deluge built-in functions with a specific custom view. The good news is that by leveraging the Zoho People API within a custom scheduler, you can transform a manual export into a reliable, automated workflow.
The complete solution goes a step further by using the fetched data to dynamically generate a CSV file with the correct column headers and then sends it as a weekly email attachment.
This is a fantastic example of using Custom Functions and the API to handle data manipulation and reporting that goes beyond the standard UI options, turning a complex requirement into a smooth, automated process.
For detailed implementation steps and code examples, refer to this community post.
