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Installation Proces

In order to add the Report Scheduling functionality to your CRM environment, you will need the Report Scheduler solution file.

Installing the “Report Scheduler” Solution:

After successful import, the “RS Scheduled Records” link will appear in Settings section as shown below:

The area under which “RS Scheduled Records” link should appear is configurable as shown below:

Event Logging: Report Scheduler add-on also has an event logging section which is visible under:
Settings > Extensions > RS Event Log.

 

To enable event logging, please check the “Enable Detailed Event logging” setting in configuration page (Please refer section 1.7 Setting up the Report Scheduler for more details).