Scheduling Reports

Scheduling Reports

Schedule Reports

You can automatically send reports to your colleagues, executive management, and non-Nonprofit Vertical CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment (XLS format).

To setup report scheduler

  1. Click the Reports tab.
  2. In the Reports Home page, click Reports Scheduler.
  3. In the Scheduled Reports page, existing schedulers, if any, are displayed.
  4. Click New Report Schedule.
  5. In the New Report Schedule page specify the values (Refer to the table below).
  6. Click Save.

Note:

  • The maximum number of records for a scheduled report is 2000

 List of Standard Fields

Fields
Description
Remarks
Schedule Name
Specify the schedule name
Mandatory field
Select Report
Select the report from the drop-down list
Mandatory field
Active
Specify the scheduler status
Checkbox
Start Date
Specify the start date of scheduling the report
Mandatory field. The standard date format is mm/dd/yy
Start Time
Specify the time when the report has to be generated and sent to the recipients
Mandatory field. The standard time format is hh
:mm

Repeat
Specify the frequency of the report scheduler from the drop-down list. You can select one of the options: daily, weekly, monthly, or yearly.
Drop-down list
Recipient Details
Specify the recipients from the list.
List
Recipient Email
Specify the email IDs separated by comma
Textbox

    • Related Articles

    • What are the different types of reports that are available?

      Tabular Report, Summary Report and Matrix Report are the different types of reports available in Nonprofit Vertical CRM.  The Tabular Report displays data without any subtotals. You can use this type of report to create contact mailing lists, a ...

    • How can I create reports and share them with other users?

      You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the report and sharing the folder with users - The report folders ...

    • Export Reports

      You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose. To export reports Click the Reports tab. In the Reports Home page, select the report from the required module. For example, Lead ...

    • Generating Reports

      How Can I... Create Reports Edit Criteria Patterns Use 'Last Activity Time' in Criteria Create Report Folders View Reports Delete Reports Edit Standard Reports You can create new module-specific reports linking some of the other cross-functional ...

    • Working with Reports

      Nonprofit Vertical CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Nonprofit Vertical CRM, standard reports are provided in various modules, which can be ...