Difference between revisions of "Scheduled Reports"

From SmartWiki
Jump to: navigation, search
(Redirected page to Scheduled Report Export)
 
(21 intermediate revisions by one other user not shown)
Line 1: Line 1:
''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.
+
#REDIRECT [[Scheduled Report Export]][[Category:Reports]]
 
 
[[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.
 
 
 
 
 
 
 
==See Also==
 
* [[Edit Report Page: Advanced Settings Tab]]
 
 
 
[[Category:Reports]]
 

Latest revision as of 10:28, 13 February 2020