Simple Way to Share a Report with a customer from Coda

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Hello Friend,

I am looking for a simple way to share performance information with our customer straight from coda. Unfortunately I haven’t been able to find the topic discussed here in a way that points me in the right direction.

My dream would be to

  1. gather all information in coda
  2. press one button to send an email to all customers with last months performance report

Here is what the report should include:

  1. Overview over this months “revenue”, “adspent”, “sold units”, “adspent / unit”
  2. How do these numbers compare to last month?
  3. some sort of visualization of this information

So far we have been doing this in google sheets, but it’s a lot of manual work to input data there, adjust formulas etc.
And since we are planning on working in coda a lot, I wanted to see if there was a way to structure and export this data straight from a coda table with some button magic?
Are any of you generating similar reports from coda?

Best regards from Germany
Daniil

3

Hello @Daniil_Lobko ,

There are a couple of different route to your goal:

  1. make a new page and format is as your report. You can use this page as an email template and mail this page to whoever needs the insights.

  2. use one of the pdf packs and pdf services to create your pdf from within Coda (or make a docx and safe it as a pdf. You can safe your pdf report in a table and use _merge() to find the link to your pdf. Incorporate this link in your email and the recipients can download the pdf themselves.

Option 2 gives you a lot more layout options, option is simple and easy to implement. Use Format(templatePage,{1},…) to incorporate variable like the recipients name and others.

Greetings, Joost

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Joost, would you share a sample doc illustrating this technique?

5

Hello @Lynn_vK ,

Sorry - I don’t have time to build a demo and I can’t share my doc with you. Which part are you interested in. route 1. or route 2.?

I might have some time this week - until Monday I am occupied.

Greetings,
Joost

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Hi Joost, Option 1 would be my preference. Thank you for your consideration.
Lynn

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Hello @Lynn_vK ,

I did make a small sample doc - it is pretty basic, but it has the formulas and a sample setup (it is one of the many ways this can be done). Start simple, experiment…and you will get there.

Greetings,
Joost

2 Likes
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Thank you so much Joost. I very much appreciate your efforts. Enjoy your weekend.

Lynn

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