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I want to set up scheduled reports, have you any tips on how and where to store them? |
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Updated: 07 January 2012 11:38:51 | OpenCRM::Reports |
Reports in OpenCRM can be scheduled to be delivered to your inbox automatically using the scheduling features.
Quite often you want to crearte a report that will be delivered at the most appropriate time without you needing to run and print the details. This is exactly what the scheduling features are for, however, there are a few best practice tips that might be worth noting.
The report you create may be one that you wish to run manually as well as having it delivered by email. Our suggestion is that you create a normal report and save this into an appropriate folder group - so an Invoice report that shows figures for a set period would be created and saved into the Invoice Reports group. Once you are happy with the report you should create a new Report Folder - label it very obviously for automated reports, something like "Automated Reports" or "Scheduled Reports", then duplicate the report you created earlier and set up the schedule options, the period that you would like to receive the report and which people (users and contacts) you wish to receive a copy. Then save this duplicate into the automated reports folder you created earlier.
By having a duplicate saved under your automated reports folder will keep the normal report separate so that if you run this mid month and need to change the parameters of the report you will not accidentally change the data that is sent automatically, you will then always have a consistent report delivered at your pre defined scheduled time and also a version that you can run manually and tinker with without fear of messing up the automated version.
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