Report Scheduler

Creating CRM Personal View & Scheduling Delivery via Email

5 views August 15, 2018 August 16, 2018 0

Creating CRM Personal View Scheduling delivery via email RS Work 365 Apps

To create an email subscription for CRM data:

  1. create View with necessary filter conditions
  2. schedule the view by setting the delivery options and the recurrence pattern

Step 1: Create a personal view “Daily Lead Report” as shown below:

Navigate to Leads > click “Advanced Find” > Add filter condition > Edit Columns >  “Save as: Daily Lead Report”

Report_Scheduler_screenshot_28

Step 2: Schedule this view for delivery: Navigate to Workplace > Report Scheduler > New and create a “Scheduled Delivery” record as shown below:

Report_Scheduler_screenshot_29

As we can see from above that it quite easy for any user to create an Email Subscription of CRM data in just 2 steps.

Email received with data in email as an attachment as well as inline at the scheduled date and time:

Report_Scheduler_screenshot_30

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