I have a Custom List containing detailed information about small business tasks that have to be carried out: the person who is assigned to the task, the current status of the task (in progress, closed, etc.), etc.
I received a requirement to produce an email (weekly) containing an Excel file with open tasks (in progress) and send it to a particular department
Normally i would run "Export to Excel" in a particular view and send the email by hand. But the issue is this has to be an automatic process and, as far as i know, i can´t use "Export to Excel" in a Workflow. Is there any way i can create this file using a workflow? or do you have a different approach?