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Sample reports created using Report Scheduler add-on

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 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.

Advanced Find View Filter condition:

  • Status EqualsOpen
  • Est. Close DateNext 7 days

Report Scheduler Configuration:

  • Scheduled:Monday @ 9 AM
  • Group By:Owner

 

 


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:

Advanced Find View Filter condition:

  • Activity Status EqualsOpen
  • Activity Type EqualsTask, Appointment, Phone Call, Service Activity, Recurring Appointment
  • Owner EqualsCurrent User
  • Due Date EqualsToday

Report Scheduler Configuration:

  • Scheduled:Mon, Tue,

Wed, Thu, Fri @ 9 AM

  • Group By:Activity Type

 

 


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.

Advanced Find View Filter condition:

  • Created On:Today
  • Created By (User). Manager EqualsCurrent User

Report Scheduler Configuration:

· Scheduled:Mon, Tue, Wed, Thu, Fri @ 5 PM

 

 


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.

Advanced Find View Filter condition:

  • Case Status equalsOpen

Report Scheduler Configuration:

  • Scheduled:Mon, Tue, Wed, Thu, Fri @ 9 AM
  • Group By 1:Priority
  • Group By 2:Case Type

 

 


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. 

Advanced Find View Filter condition:

  • List of contacts whose Birthday reminder is needed

Report Scheduler Configuration:

  • Scheduled:Monday @ 9 AM
  • Next X days:7 (number of days in advance of Birthday to be reminded)

 

 

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:

Advanced Find View Filter condition:

  • Created By (User). Manager EqualsCurrent User

Report Scheduler Configuration:

  • Scheduled:Friday @ 5 PM
  • Group By:Owner