Hi everyone,

I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar.

What I’m trying to do:

• I have a form called New_Customer with fields like Dealership_Group, Brand, Stock#, and Cost Price.

• I want to filter the data by Dealership_Group and by month (using the Added_Time field).

• I want to generate a PDF of the filtered records (ideally in a table format) every month, automatically.

• The PDF should be emailed automatically.

My challenge:

• I tried using Zoho Writer for the merge template, but I’m running into formatting and setup issues that I haven’t been able to fix yet.

• I’d really like to know if there’s a simpler way to generate the PDF directly in Creator  — or if there are recommended workarounds (like using a third-party service or a custom page with a PDF API).

👉 My goal:
I want the whole process to run without any manual steps — once set up, it should filter the records by dealership and date, generate a well-formatted PDF, and send it out on a schedule automatically.

Has anyone done this successfully?

• Any tips on how to properly structure the Writer template for multiple rows?

• Or any proven alternative approach that doesn’t rely on Writer?

Thanks so much for any insights, examples, or scripts you can share!