Now that they have discussed more on the report building tool the ratings report a performance and how
do we create custom report types and all these.
Now we are going to understand how do we schedule a report and in fact I think pretty much these concepts
as are all about reports and then going forward will be understanding more on the dashboards.
OK.
So coming to report scheduling why does report escalating.
Why do we basically schedule reports say for example as a sales manager.
I want to have the information of the sales that happened in the last month.
It's on every month like I want to have that information every year.
The last day of every month I want to understand like what is the sales that has happened in that current
month.
Okay.
So how will I get that are.
For example like I want to understand like how many opportunities were closed in the last week or how
many leads will converge and in the last couple of weeks.
Right.
So I want some data on a regular basis then there is such a scenario then I want some data on a regular
basis when I want analyze some data on a regular basis.
Then we go for scheduling reports.
So then you get a report.
You didn't manually go and run the report instead the report will automatically be run.
This kid you all the time and then the latest report data that he be emailed to you and that this is
getting off report it happens at regular intervals and you have multiple options to schedule the report
you can do daily weekly or monthly Ask but your business needs.
So how do we put scheduling incense for us.
Wolf what I need board say for example this desk summary report and in this phase like you have options
for running the report.
So if you click on Drudge Report it you just run the report but you haven't dropped it all here.
Wouldn't it say it's like a Rand report no means like it will run the report at that point of time.
Otherwise if you want to get to a future runs so go for this option of scheduled future runs.
And here you go to see the various options that are available in front of you and who is the running
user running user means that report will be run.
With respect to me.
So what about data that I can access the report will give that information so I am the running user.
An email report.
So e-mail Robert just to me or to me and others in case of me and others who can very much select the
users who can do that.
But if you want to send it to other users like I say given the warning you to go to ensure that it is
in a public folder and you can add those users respectively You can also ask that some public groups
related to public groups we know is the concept of public groups.
So all the users who are there in that public library get an e-mail with that report output.
And what does this do to report frequency.
Meaning you want a daily or weekly or monthly if you say daily then you go to select like which weekday
every week or if it's every day and weekly have pretty much all these options are monthly.
You again these are very much a safe readable.
So you can understand all these options and which is a start date from then you the total schedule is
a valid for which period of time say for the next one here are a couple of years in over one of the
time frame in which like you want to schedule this report and preferred stock you like if you have some
preferred stock type and then you can mentioned that well.
And finally saving the changes means like if you want to save the report modifications.
Well if you to discard modifications means that before scheduling this if there are any changes to the
configuration of the report if you want to include that modifications as shouldn't go for this option
but if you want to discard those modifications you can use the second option.
So once you have analyzed your business needs like whether they want a daily weekly or monthly and in
which frequency they wanted to know what to think and have determined like what information to be given
and to whom all it has to be sent once then go and say that it puts could you.
So going forward this report will be run at the specified time and the e-mail will be sent out to all
the users or the public groups whoever you have added to your schedule reports and that's all it is
as simple as that.
And so far you're seeing all those scheduled reports.
You can go to Skidoo you jobs money just get you jobs so they need to list on all this goodwill jobs
that are there in your organization.
So now that we have just one job and what does job does this particular report Best summary report will
be scheduled on a certain period right.
We do have that we have defined.
If you want to go and check that he does you can very much go here and check the details.
And if you wanted to lead this get you jobs you can use this option and daily this schedule jobs.
So all of this gave you the jobs in your organization that you basically have been out here BDA rescue
you a little box office get you all the dashboard of the Treasury any scheduled jobs that appear out
here.
So scheduling a report on the concept is just this.
There are few considerations that you got to note when you are scheduling a report that only use it
on the reports schedule reported that determines the data.
Others see say for example like you know the running use it is me.
All right.
And maybe like you do not have access to the data that I have.
So all of that I think is it is me like the report will have records that you will not have access to.
Right.
But that absolutely doesn't matter.
The report will run with respect to me and whatever the output does it will be e-mailed to all the people
whoever is there and the list be they have access to the data or they do not have access to the data
because the whole concept is about their running use it here and he determines that report output.
The second thing is for report store on.
They use it in the running field must have access to the folder.
Yes.
So then the running use it as me I should have access to the folder in which the report displaced and
that I mean those I should definitely be active.
Otherwise what happens.
The report will not be run.
So users will not be asked you intimated but then the system administrator will get an email saying
that the last user was inactive this particular schedule the job did not I let go what time.
So system I will we will get an email notification and these get to the reports they are not attractive
the audit trail history and it will move one more point that will leave giant reports they cannot be
scheduled.
Otherwise all the other report formats they can be pretty much schedule and the report charts like engage
in include report charts with the Aurora summary reports on matrix reports those are report charts are
not included in the e-mailed reports.
So these are some of the key points that you got to understand about the outputs.
Could you link.