Scheduled Reports
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Revision as of 13:18, 13 September 2013 by Arthur Lathrop (talk | contribs)
Overview
Settings for Scheduled Reports
Scheduled Reports are built using SmartSimple's integrated reporting subsystem. The settings for scheduled reports are available on the Advanced tab of the Edit Reports page.
- 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.
