Report Scheduler Introduction – Introduction of Report Scheduler Add-on.
Product Version & System Requirements – Report Scheduler Product Version, System Requirements and Pre-requisite.
Activating the License – For activating the license of Report Scheduler.
Uninstallation Process – Uninstall Process of Report Scheduler. Take a backup of existing settings and records.
Assigning Security Roles – Once imported, security roles will be available.
Setting up the Report Scheduler – Personalize Set up of Report Scheduler.
Scheduling CRM Data & Email Subscription – Create scheduled deliveries using Report Scheduler.
Viewing related Emails & Event Logs – For checking scheduled records, go to “Closed Activities”.
Multi-User Scheduling of Single Report – Report Scheduler Functionality.
Customizing Email Template – Guide to Customizing Email Template.
Maintenance – Maintenance involves deleting sent email & event log records created by Report Scheduler add-on.
Installation Process – Guide for installing the Report Scheduler Add-on.
Upgrading to a Higher Version of the Add-on – Guide for installing the Report Scheduler Add-on.