Difference between revisions of "Scheduled Reports"

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(Configuring Scheduled Reports)
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==Overview==
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#REDIRECT [[Scheduled Report Export]][[Category:Reports]]
* [[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.
 
<!--22927 - new scheduled reports-->
 
 
 
==Settings for Scheduled Reports==
 
 
 
''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.
 
 
 
[[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.
 
 
 
==Configuring Scheduled Reports==
 
[[Image:ScheduledReportsReportBuilder.png|link=]]
 
[[Image:ScheduledReportsSelectIdentColumn.png|link=]]
 
[[Image:ScheduledReportsSelectCFVColumn.png|link=]]
 
[[Image:ScheduledReportsSelectCustomField.png|link=]]
 
 
 
==See Also==
 
* [[Edit Report Page: Advanced Settings Tab]]
 
 
 
[[Category:Reports]]
 

Latest revision as of 11:28, 13 February 2020