View source for Scheduled Reports

==Overview==
* [[System Administrator]]s can schedule reports to be run periodically (daily, weekly, monthly). 
* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
* The following types of SmartSimple records can be updated:
:*[[Organization]] records
:*[[Contact]] records
:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
* Typical use cases might include:
:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
:* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
:* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied.
<!--22927 - new scheduled reports-->

==Settings for Scheduled Reports==

''Scheduled Reports'' are built using SmartSimple's [[Reports|integrated reporting subsystem]]. The settings for ''scheduled reports'' are available on the [[Edit Report Page: Advanced Settings Tab|Advanced tab]] of the Edit Reports page. 

[[Image:FieldCaching.jpg|link=]]

* '''Frequency''' - The frequency of scheduled reports can be set as follows
:* ''Disabled'' - This is the default setting, and indicates that a report will not run on an automated schedule.
:* ''Daily'' - The report will run every morning.
:* ''Weekly'' - The report will run every Sunday.
:* ''Monthly'' - The report will run on the first of every month
* '''Identifier Column''' - ''Match Field'' - This setting will draw from the list of columns selected in the [[Report Builder]]. This setting indicates the matching field which allows the system to know which record to update.
* '''Custom Field Value Column''' - ''Source Field'' - This setting also draws from the list of columns selected in the [[Report Builder]]. This setting represents the values the system will use to update the ''Custom Field'' specified below.
* '''Custom Field''' - ''Destination Field'' - The custom field that will be updated when the report is run.
* '''Last Run''' - Indicates when the scheduled report has last automatically run.

==Configuring Scheduled Reports==


==See Also==
* [[Edit Report Page: Advanced Settings Tab]]

[[Category:Reports]]