Automate Daily Report to Save as PDF

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General Discussions Report Designer - Web Report Wizard
Parry
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Parry asked on 13 Mar 2023, 10:54 PM

Hi all,

 

Our business uses a service, ubipark.com, which utilizes Telerik to generate reports on their website. (https://console.ubipark.com/Reports).

Part of my job is to use ubi park's online report viewer to generate Bank Reconciliation reports every morning. 

I wanted to ask if it is possible to automate this process? If I could have a PDF automatically saved and emailed to me daily that would be great. Is there any way to do this? Is there any functionality available in Telerik to automated generation and delivery of reports?

 

Screenshot of UbiPark attached, this is the screen I use to generate my daily reports.

 

TIA,

Parry

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Dimitar
Telerik team
answered on 16 Mar 2023, 12:29 PM

Hi Parry,

Thank you for the provided information!

Yes, automatically sending reports via email is indeed possible and in fact, is offered out of the box with the Telerik Report Server product through the Scheduled Tasks Management - Telerik Report Server system.

Such a thing could also be automated in Telerik Reporting but it would require custom code that uses the ReportProcessor to render the reports to PDF and then send them in an email. For details on how reports can be exported in code, please refer to the Generating Reports Programmatically - Telerik Reporting article.

I hope this will help, please let me know if you have any other questions or if you need further assistance.

Regards,
Dimitar
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