Troubleshooting

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 […]

Read More

Known Issues

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.  […]

Read More

Points to note when using report filters

1.  The value from report filters is populated in field “Report Default Filter” in RS Configuration record…when the record is saved first-time. You can modify this XML to change certain values…Eg if you have a filter in report “last X days”…then you can edit the value directly in this field. 2. If the filter is […]

Read More

Bulk Report Scheduling

How to schedule a single report to multiple users such that each user only receive their own records? Typical requirement of CRM Administrator: I have a Sales team of 15 Sales Managers and need to send them report of “Opportunities nearing Close date” every week. However please note that each sales manager should receive only […]

Read More