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Scheduled Reports

309 bytes added, 14:28, 16 September 2013
Configuring Scheduled Reports
:# Edit the report
:# Click on the [[Edit Report Page: Advanced Settings Tab|Advanced]] tab.
:# Under the "Field Caching" section, set the ''Frequency'' setting to ''Daily''. <br />:[[Image:ScheduledReportsSelectFrequencyColumn.png|link=]]:# Select the ''Name'' column from the ''Identifier Column'' setting.<br />:[[Image:ScheduledReportsSelectIdentColumn.png|link=]]:# Select the ''Remaining Funds'' column from the ''Custom Field Value Column'' setting.<br />:[[Image:ScheduledReportsSelectCFVColumn.png|link=]]:# Select the ''Total Remaining Funds'' custom field from the list of custom fields displayed in the ''Custom Field'' setting.<br />:[[Image:ScheduledReportsSelectCustomField.png|link=]]
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