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Changes
→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=|350px]]:# Select the ''Name'' column from the ''Identifier Column'' setting.<br />:[[Image:ScheduledReportsSelectIdentColumn.png|link=|350px]]<br />This is the ''Match Field'', and must be a field that contains unique values. :# Select the ''Remaining Funds'' column from the ''Custom Field Value Column'' setting.<br />:[[Image:ScheduledReportsSelectCFVColumn.png|link=|350px]]<br />This is the ''Source Field'', the field from which the values will be drawn to update the ''Destination Field''.
:# Select the ''Total Remaining Funds'' custom field from the list of custom fields displayed in the ''Custom Field'' setting.<br />:[[Image:ScheduledReportsSelectCustomField.png|link=]]<br />This is the ''Destination Field'': The field selected in this setting will be updated with the corresponding value from the ''Source Field'' column of the report.
