Sample reports generated using Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise

By Sumeet Ballani posted Jun 20, 2013 12:13 PM

  

Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise allows easy scheduling of out-of-the-box CRM Views as well as User created Personal Views which can be received in email automatically based on the scheduled pattern. This blog is in continuation of my previous two blogs:

This blog shows some of the #sample reports created using the Report Scheduler add-on: 

  • Opportunity established Close date approaching in next 7 days
  • My Daily Activities reminder
  • New Leads added by my team today
  • Open Cases by Priority
  • Birthday or Anniversary Reminder
  • New Accounts added this week
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 Equals Open
  • Est. Close Date  Next 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 Equals Open
      • Activity Type Equals Task, Appointment, Phone Call, Service Activity, Recurring Appointment
      • Owner Equals    Current User
      • Due Date Equals Today

      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 Equals Current User

      Report Scheduler Configuration:

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

      4. Open Cases by Priority: (Multiple-GroupBy 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 equals Open

      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 Equals Current User

      Report Scheduler Configuration:

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

      To download a free trial please visit the product page.



      #BIandReporting #Technical #ProfessionalServices #UserAdoption #CRMUGMagazine #CRM2011 #OtherServices #FinancialServices #CRMOnline #PublicSector #Telecommunications
      #CustomerEngagement
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