Zap SSRS Report Scheduler For list of known issues refer KB article: https://support.zapobjects.com/zap-app-ssrs-report-scheduler/known-issues/ Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.
Zap Object’s SSRS Report Scheduler App for Dynamics 365 CRM (Online / On-Premise) allows you to have reports (Out-of-box or Custom) automatically run at specified dates and times without any user intervention. The report output file can be emailed to a recipient of your choice. In this KB article, we would go through the steps needed […]
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Once you have scheduled the report (by creating RS Scheduled records)…you can view the generated emails under the related section of the record (as shown in screenshot below): Closed Activties: will show the emails generated for this particular schedule (and status as completed / sent) Activities: will show the emails generated for this particular […]
If the email (with report) did not generate based on the schedule created, below are the steps for troubleshooting: Step 1: Do the emails show-up in the related section of scheduled record? Refer KB article: Viewing emails generated for a scheduled report If not then proceed to next step… Step 2: Did you set the checkbox […]
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Known Issues: 1. Some of the sample reports that come out-of-box are not supported.Work-Around: You can build your own reports using report wizard or SSRS tool. These reports are supported. 2. When using the Workflow feature: we do not apply any User level impersonation. The report runs under permissions of user setup in authentication page. […]
