Difference between revisions of "Scheduled Reports"
From SmartWiki
| Line 8: | Line 8: | ||
:* ''Weekly'' - The report will run every Sunday. | :* ''Weekly'' - The report will run every Sunday. | ||
:* ''Monthly'' - The report will run on the first of every month | :* ''Monthly'' - The report will run on the first of every month | ||
| − | * '''Identifier Column''' - This setting will draw from the list of columns selected in the [[Report Builder]]. | + | * '''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''' - | + | * '''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''' - | + | * '''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. | * '''Last Run''' - Indicates when the scheduled report has last automatically run. | ||
Revision as of 08:45, 13 September 2013
Scheduled Reports are built using SmartSimple's integrated reporting subsystem. The settings for scheduled reports are available on the Advanced tab of the Edit Reports page.
- 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.
