Users can now set up a favorite report to be emailed to them automatically based on a set schedule. Among the features of the Scheduled Reports are:
- Any day of the week, for set day parts within a day, in. CSV or. XLS format. Simply create a favorite for your Report or modify any existing favorite.
- Monthly with popular options like the First Monday of the Month, Last Friday of the Month, First Day of the Month, Last Day of the Month, and Specific Day of the Month.
- If you schedule multiple Reports for the same time frame (Day of week + time of day) we will send a single email with each of the Reports within it.
- It should be understood that the time of day is the preferred time of day you wish to receive the Report.
- If you must receive a report at 10:00 AM for a meeting, you might want to schedule it for the time slot before the one containing 10:00 AM.
To set up a Scheduled Report, you will either need to modify a current Favorite Report or create a new one. Please follow the below steps:
1. Run the report you want to set up a scheduled report.
- To run the Favorite report, please navigate to Reports on the menu bar, click My Favorites tab. On My Favorites page, click the report name that you wish to set up a sheduleted report to run the report.
- To run a new report. If you don't have the saved favorite report, please create a new report by navigating to Reports on the menu bar, click Revenue, Forecate & Deals, Activities or Misc tab and then click the report name that you wish to set up a sheduleted report to run the report.
2. Once the report has run, click on the Star icon.. The Favorite Report dialog will display.
3. Enter in the details for the report name and the information on the schedule of the report. Then click Save or Update button.
Below is the information that you need to fill out on the Favorite Report dialog.
- Do you want this report emailed to you on a regular basis?If you would like to display this report as a Data Card on your Home Page, select Yes. You will then be able to choose this report as one of your Data Cards from your Home Page.
- Display as a Data Card for my Home Page: If you would like to display this report as a Data Card on your Home Page, select Yes. You will then be able to choose this report as one of your Data Cards from your Home Page.
- Do you want to automatically roll the time frame of the report each month? (This option only shows if you set a Specific Time Frame) If so, please review the following for a better understanding of how this works.
- If your report uses 'Specific Months' as the timeframe, this option will roll the month at the beginning of each new month. For example, if you created a report in October with the specific date time frame of November, when November 1st comes around the report will automatically roll to December.
- Another example is when you create a specific time frame of multiple months, when the next month rolls around, the oldest month will drop off and the new month will be added.
- Do you want to automatically roll the pacing date daily? (This option only shows if you run a Pacing Report)
- When using specific dates on the Pacing report for the 'Change Since' and 'Pacing Date', the dates will roll by 1 day, every day so for example you can set a change since two weeks ago if you desire.
- Do you want to automatically roll the Forecast as of date daily? (This option only shows if you run a Forecast Change Report)
- This will roll the 'Forecast as of' date by 1 day, every day so you can set this date for 2 or more weeks ago if you desire.
Receiving a Report
That email will contain a summary of the first 5 rows based on your sort order and then a link to download the rest of the Report(s) in the format that you requested upon configuration.