Report Scheduler

Sample Reports created Using Report Scheduler add-on

8 views August 16, 2018 August 16, 2018 0

Below are some sample reports created using Report Scheduler add-on:

1. Opportunity established Close date approaching in next 7 days: Estimated close date is the date the opportunity is expected to be closed. Since this date is the base to calculate the forecast, it would be a good idea to set a reminder for all open opportunities that are approaching their close date.

reminder for opportunities

2. My Daily Activities reminder: If you have your To-Do task list in CRM with a due-date populated then you could schedule a daily email reminder of your open activities:

daily email reminder

3. New Leads added by my team today: A Sales Manager would like to receive an update of new leads added by his team every day.

New Leads added

4. Open Cases by Priority: (Multiple-Group By Clause)

A Service Case Manager would like to receive a daily report of open Cases (troubled tickets) grouped by priority so that necessary action could be taken.

Open Cases by Priority

5. Birthday or Anniversary Reminder: CRM Users could get a weekly reminder email of their contacts who’s Birthday / Anniversary falls in next X days.

Birthday or Anniversary Reminder

The report also automatically calculates the Age and displays it along with the Birth date.

6. New Accounts added this week: Account Manager would be interested in Weekly report of New Accounts added by team:

New Accounts added this wee

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