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October 9, 2025
Question

Data extraction from record type to excel and generate report and email

  • October 9, 2025
  • 6 replies
  • 0 views

Hi all,

    I want to extract all the data of table (multiple table) and export to excel and generate report and then email. we don't have CDT we use record type. please help me how to extract data from record type or database and export to excel, generate report & email.

What i have tried:  I used Export SQL to Excel plug in with sql query and Jndi name which is my data source but it is throwing me error as "The following error was raised by the Export to Excel function:  null".

Please help me to resolve this issue or if there is any other way let me know.

Thanks

    6 replies

    shubhama926776
    October 10, 2025

    Create database view that consolidates data from multiple tables, then export it using Export Data Store Entity to Excel smart service and email the file.

    October 10, 2025

    Export data store entity to excel smart service won't work because we don't have Data store and data type. we have only record type. 

    shubhama926776
    October 10, 2025

    Are you using community edition?