==Overview==* #REDIRECT [[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 TabExport]] [[Category:Reports]]
