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** [[Organization]] records
** [[Contact]] records
** [[UTA]] records, i.e. {{ l1 }}</span>, {{ l2 }}</span> and {{ l3 }}</span> 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.
==Settings for Field Caching Schedule==
[[Image:ScheduledReportsReportBuilder.png|link=]]
** In the above configuration, the ''Name'' field is drawn from {{ l1 }}</span> and the ''Fund Amount'' and ''Remaining Funds'' fields are drawn from {{ l2 }}</span>.
** The [[Creating_Summary_Reports#Using_Group_By|Group By]] row will sum the amounts from the ''Fund Amount'' and ''Remaining Funds'' fields and show the totals for these fields, broken out by distinct values in the ''Name'' field.
** The report will produce results as follows:
*: [[Image:ScheduledReportsReportResults.png|link=]]
* ** Say, for example, that you want to configure this report to update, on a daily basis, a field named ''Total Remaining Funds'' on {{ l1 }}</span> based on the total of the ''Remaining Funds'' fields at {{ l2 }}</span>.
** Take the following steps:
**# Edit the report
**# Select the ''Total Remaining Funds'' custom field from the list of custom fields displayed in the ''Custom Field'' setting.<br data-attributes="%20/">[[Image:ScheduledReportsSelectCustomFieldnew.png|link=]]<br data-attributes="%20/">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.
**# Hit Save.
** The report will now run automatically every day and update the ''Total Remaining Funds'' custom field at {{ l1 }}</span> with the total of the ''Remaining Funds'' fields at {{ l2 }}</span>.
==See Also==
