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Scheduled Reports

924 bytes added, 13:43, 16 September 2013
Overview
==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.
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==Settings for Scheduled Reports==
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