Is there a way to Email a Scheduled Report (created using SQL) in Marketing Cloud Automation Studio?
Is this a complex amount of data, or is it something you could display in the body of an email?
I have several reports that go out daily to my team summarizing activity on our various recent sends (both triggered and ad hoc).
I have automations that run daily to produce the data (query, query, query, etc., ui) and then I have emails that just read from those DEs and present right in the email. No attachments necessary.
This can be hacked with the following steps:
- Create a Data Extension with the Report Headers
- Write a query and to extract the information and place in the the DE from Step 1.
- Data Extract: Create A Data Extract Activity to extract the DE from Step 2 to a location on the SFMC FTP.
- Combine Steps 1-3 in an automation via Automation Studio.
Emphasis should be placed on the naming patterns in the data extract. Depending on the frequency at which the report is required, I would advise using file naming patterns that reflect this ( eg. %%DD%%%%MM%%YYYY%% %%HH% - for hourly reports)
The Reports (Extracted Data Extensions) will remain in the FTP for 30 days, after which they will be deleted. This is because the FTP is a temporary storage solution.