Viewing emails generated for a scheduled report

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 […]

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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 […]

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Known Issues

Known Issues: 1. Report Scheduling is not supported for On-Premise Environments Word-Around: You can use “View Scheduling”. 2. There is a 2-minute time-out for Workflow. So if the Report being generated has many records and is taking too much time to export…  then scheduling may fail. Besides if the file size of generated file is […]

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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 […]

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