Saved Search not including an attachment in the Sc...
# ask-stanley-ai
a
Saved Search not including an attachment in the Scheduled Email I have two saved searches that I need weekly and want to have an automated email send the report attached in excel or csv. I was able to get a scheduled email to send but it includes the results in the text of the body of the email and sends a different email for each result (vs just sending one email with one attachment). I have selected “Send as Microsoft Excel”under the Customize Message tab. But it doesn’t seem to work!
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like you have correctly set up the "Send as Microsoft Excel" option under the Customize Message tab. However, you are receiving each result in a separate email instead of a single email with an attachment. This issue might be due to the fact that the saved search is set to send an email for each result. You can check this by going to the Email subtab of your saved search and ensuring that the "Send Emails According to Schedule" checkbox is checked. Also, please note that there is a 10,000 line limit on these exports. If the results of your search go over 10,000 rows, it will get cut off. If you have followed these steps and are still facing the issue, you might need to consider using a scheduled script to accomplish this. However, this could be a lot of work depending on your needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.86587739
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851903439
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850701392
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