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:– Online environment that has either “Single Sign On(SSO)” OR “Multi-Factor Authentication(MFA) Enabled”– On-Premise Environment which has IFD SetupWord-Around: A. You can create a User which is not enabled for SSO or MFA and set that up in Authentication page …the Reports would be executed under the context […]

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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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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 […]

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