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| − | ==Overview==
| + | #REDIRECT [[Scheduled Report Export]][[Category:Reports]] |
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| − | ==Settings for Scheduled Reports==
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| − | ''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.
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| − | [[Image:FieldCaching.jpg|link=]]
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| − | * '''Frequency''' - The frequency of scheduled reports can be set as follows
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| − | :* ''Disabled'' - This is the default setting, and indicates that a report will not run on an automated schedule.
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| − | :* ''Daily'' - The report will run every morning.
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| − | :* ''Weekly'' - The report will run every Sunday.
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| − | :* ''Monthly'' - The report will run on the first of every month
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| − | * '''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.
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| − | * '''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.
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| − | * '''Custom Field''' - ''Destination Field'' - The custom field that will be updated when the report is run.
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| − | * '''Last Run''' - Indicates when the scheduled report has last automatically run.
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| − | ==Configuring Scheduled Reports==
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| − | ==See Also==
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| − | * [[Edit Report Page: Advanced Settings Tab]]
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| − | [[Category:Reports]] | |
