Category: Zap Report Scheduler

This functionality allows you to schedule workflows to run on selected records! Why has this feature been added to Zap Report Scheduler Solution? Lot of our customers had requested help with Use-Case: Sending automated email with reports (as pdf) to Customers or Partners (eg sending cases summary report to all customers weekly or sending order […]

Use-Case: Sending automated email with reports (as pdf) to Customers or Partners (e.g. sending cases summary report to all customers weekly or sending order detailed report to partners (distributors) daily) There are 3 parts to this solution: 1. Report which runs on Account entity… retrieves all the Active and Closed Cases with modifiedOn in past […]

If the email (with report) did not generate based on the schedule created, below are the steps for troubleshooting: Step 1: Does 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 […]

Known Issues: 1. Report Scheduling is not supported for On-Premise Environments Word-Around: You can use “View Scheduling” feature. 2. We have found that Report Scheduling does not work across online environments which are having Single Sign On setup… To verify… setup the authentication settings in Zap RS Authentication Setup page… and verify if  “Test D365 […]

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 […]

To filter record dynamically based on Owner of RS Config record: Use filter condition: Owner [Equals Current User] in the report.

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 […]