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  • Email

Setting Up the Report Scheduler

After installing the solution file, please refresh the page. Then browse to:
Settings > Customization > Solutions: Report Scheduler. Double-click to open the configuration page.

Click on the “Settings” link as shown below:

1. Screen 1: For Report Scheduler Version 12 and above:



2. Screen 2: For Report Scheduler Version 11:

Outgoing Email Owner: The “From:” address of emails created by Report Scheduler will be the User that is set as the “Outgoing Email Owner”. However if a user selects a “From” field when scheduling the report…then that value will take precedence over this (Outgoing email owner).

 

Please ensure that the “Outgoing Email Owner” user is able to send emails from within CRM using the email router.

Also the personal options setting > "Allow other Microsoft Dynamics CRM users to send email on your behalf” is checked.

Email Template: This is the default email template. If no template is selected then the in-built template will be used.
Users can create their own email template that could be used by the Report Scheduler engine to generate the email report. If a user selects an email template in the scheduling page then that email template will take precedence over this one (Email Template selected in this page). For details on creating custom email template please refer section: Customizing the Email Template

Exclude Domains: Enter semicolon separated list of domain addresses. Eg gmail.com; yahoo.com;
Report Scheduler will block any domain mentioned here from receiving your scheduled reports.

Exclude Email Addresses: Enter semicolon separated list of email addresses. Eg xyz@gmail.com; xyz@yahoo.com;
Report Scheduler will block any email mentioned here from receiving your scheduled reports.

Enabled Entities: Select the entities that need to be enabled for Report Scheduling and then click on “Save”.

Enable Detailed Event Logging: If you are experiencing any issues with the Report Scheduler add-on then activate this setting and send issue details with an export of records from “Event Log” to support@iotap.com. To navigate to “Event Log”: Settings > Extensions > RS Event Log (Kindly note: Event logging should be enabled only when detailed diagnosis is needed.)