I am looking for guidance on how to set to email an analytics report by workflow.
Scenario: A report is created to embed information in an Opportunity and would like to trigger to email out upon approval.
Challenges: Unable to attach excel attachment in workflow. Email has been sent per opportunity.
Is there any references how to handle this scenario?
Thanks in advance.
Although your question might already be solved (how did you solve your need in the end?) I would like to add nevertheless some comments.
You are talking about several things.