To create a Scheduled delivery:
1. Click Report Scheduler (by default the link for “Report Scheduler” appears in Settings; however an administrator can modify the areas that display this entity through “Customize the system” option)
2. Click New button from the Ribbon section.
3. In the New form specify the values (Refer to the table below) and click “Save”
Field |
Description |
Remarks |
Name |
By-default this will be auto-generated. |
To manually over-ride this with custom text, uncheck “Auto-Update Name” |
Description |
Multi-line text for user reference |
|
Select Entity |
Select the Entity that needs scheduling from the drop-down list |
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Select View |
Select the View that needs scheduling from the drop-down list |
View can be System or Personal (Shared views are not supported. The owner of Personal view needs to be the user scheduling the record) |
Validate View button |
Validates the selected view. This is optional step. |
|
Owner |
By-default this will be the user scheduling the report. Only Users with RS Admin security role can modify this field. |
Report Scheduler runs under the context of the owner when fetching the data |
Date-Time Format |
Formats all the Date-Time columns in the report based on the format selected. |
Eg. MM/DD/YY, DD/MM/YY |
Group By |
Groups a selected set of rows based on the Column selected in GroupBy1 and GroupBy2 |
|
Summary |
Add Totaling to Currency or Numeric column |
|
Birthday/Anniversary reminders |
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Birthday/Anniversary |
Please check the box to add Birthday/Anniversary reminder |
Please note that Grouping does not work with Birthday / Anniversary reminder. |
Select Column |
This would be the Birthday or Anniversary column from view |
Please ensure that the Birthday or Anniversary column is present in the View |
Next X days |
number of days in advance of Birthday/Anniversary to be reminded |
|
Include Intermediate Day’s |
This checkbox works in combination with “Next X Days” setting. If you have set “Next X days” as 3 and also checked “Include Intermediate days” then you will receive all Contacts who’s Birthday fall in next 3 days… otherwise only those contacts whose Birthday falls exactly 3 days from the time report was run. |
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Schedule |
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Recurring Schedule |
Weekly / Monthly |
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Schedule – Day / Month |
Select the day’s |
|
Schedule – Time |
Select the Time from drop-down. |
Report Scheduler runs in the Time-Zone of the Owner of the record. |
****TIP: Please note that report scheduler ignores the minutes in the time part. To run any report instantly, select the scheduled time as the current hour. Please note that any change in scheduled day/days or time will result in re-trigger of report scheduler workflow. |
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Delivery Options |
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Attachment |
Attachment formats: CSV, TXT, HTML |
Kindly note that CSV/TXT output has some known issues. Please refer section “known issues” for more details. |
Inline |
Data is sent in the body of the email |
Mobile Friendly J |
Include Direct Link |
Email will include a direct link to the record in CRM |
|
Do not send email if record count is 0 |
If the view does not return any record then email will not be sent |
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Recipient Option |
1. Enter recipient email below (TO) 2. Multi-User Scheduling |
For option 1: enter “;” separated email id’s in To, CC or BCC. For option 2: refer section 2.10 Multi-User Scheduling of single report |
From (optional) |
CRM User whose email address will be used as the “From” of the email generated (Please note that this user {From Recipient} needs to have checkbox “Allow other Microsoft Dynamics CRM Users to send email on your behalf” set. This setting is available in personal options under email tab.) |
By default “Outgoing Email Owner” will be used as the “From” of the email generated |
Recipient Details |
To, CC, BCC |
By default To field has the primary email of the user creating the record |
Subject |
By-default this will be auto-generated. |
User can manually over-ride this with custom text |
Email Template (optional) |
Select the Email Template to be used. For more details please refer section: Customizing the Email template |
By default “Email Template” selected in the Configuration page will be used. |
Comment |
Text entered in this field will go in the email body |
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