Question
I need to create an automation policy to send report results in an e-mail, how can I achieve this?

Answer

Configure a report with the desired default values for each parameter and set up a new automation policy from a clone of the 'Send automation policy e-mail' automation policy task.

If you need to tailor the exact message format and/or the output you would do well in cloning the 'Send automation policy e-mail' Automation Policy Task found within Actions > Jobs and Tasks > System Jobs and Tasks > Notification Server > Automation Policy Tasks. This task already has some predefined variables that make it easy to use for the described purpose and to add more variables as needed.

The format for the variable that you can populate with data is %!variablename!%. As an example, the variable to use for the report results in the Send automation policy e-mail Automation Policy Task is %!results!%.

A screenshot of the default Send automation policy e-mail task can be seen above, where all the variables available for use are enclosed with a starting %! and ending !%.
On the screenshot, you'll see %!To_Email!%, %!Cc_Email!%, %!Subject!%, %!Message!% and %!Results!% variables. These (and more) will be available when we look at defining the automation policy below.

Now create a new Automation Policy under Manage > Automation Policies. In this example I created and named one “Client Config Request AutoPol”, as seen in the screenshot;

For the schedule I used a default Daily shared schedule, but you can utilize a custom schedule if needed.

For the Data Source choose “Report” and for the report choose the report you want to e-mail the results of. In this example, the report name is “Last Client Configuration Request Report – N days”.

The Evaluations Rule under Conditions can be set as either “Run for non-empty data”  or “Run for each record”. As this example simply needs to send the full results of a report it is set to “Run for non-empty data”. However, if you wish to send out an e-mail for each resource/record you can utilize the “Run for each record” option. This would potentially create a lot of e-mails, so be careful when using this evaluation rule for e-mail actions.

For the Actions settings, I chose the Automation Policy Task as discussed above “Send automation policy e-mail”. If you have created your own Automation Policy Task you should select this instead.

NOTE; When you’ve set the run job/task action, it is sometimes necessary to save the changes to the automation policy and reload the page/dialog as some of the information stays cached.

Select the “Edit Input Parameter” link and an empty dialog looking like the one below will appear;

For this example the following variables were set/used;

The CC_EMAIL variable was not set or utilized, so this can be left at the Select Field value.

The following built-in Data Sources are available to use;