automation - create report for every client every 3 monthes

[eranggg]

Hi,

I am trying to create an automation that will create a quarterly report for me every 3 months.

How can I make a report be created every 3 months for each client?

I'm using docsautomator so I tried this: https://imghostr.com/938e92_l5x

but it didnt work

[Louie]

There's a few ways to do properly trigger it, but here's one of the simplest using "When record matches conditions" as your trigger:

1. Add a Last Report Date Field:
- Create a date field in your table to track the last report date for each client.

2. Create a Formula Field:
- Add a formula field to calculate if three months have passed since the last report date.

Example formula:
IF(DATETIME_DIFF(TODAY(), {Last Report Date}, 'months') >= 3, 'Due', 'Not Due')

3. Set Up Automation:
Trigger: Choose "when a record matches conditions."
- Condition: Formula field equals "Due."

Actions:
Create Report: Add actions to generate and send the report (looks like you got this step covered with your script?).

4. Reset Last Report Date:
Add another Action:
'Update record' to update the {Last Report Date} field to the current date:

- Select the same table where your clients' data is stored.
- Choose the record ID from the trigger step.
- Set the “Last Report Date” field to the current date using the TODAY() function.

Hope this helps!

[eranggg]

I can do it with a loop automation right?

for example, every 3 monthes is the trigger, find records and use a loop but when i did it, it didnt work.

[TheTimeSavingCo]

That looks fine, hard to confirm without seeing the rest of your base set up or the automation setup though

What error did you face with your automation? 

[eranggg]

The automation ran successfully; however, the problem is that the report wasn't generated. The script I provided to the automation is working, as I have another automation that generates the report when the status changes to a certain status.

So, I guess it's something related to the automation configuration.