Scheduled Reports

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.

See Also

• Edit Report Page: Advanced Settings Tab