This blog shows some of the #sample reports created using the Report Scheduler add-on:
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.
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Advanced Find View Filter condition:
- Status Equals Open
- Est. Close Date Next 7 days
Report Scheduler Configuration:
- Scheduled: Monday @ 9 AM
- Group By: Owner
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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:
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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
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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.
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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
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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.
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Advanced Find View Filter condition:
Report Scheduler Configuration:
- Scheduled: Mon, Tue, Wed, Thu, Fri @ 9 AM
- Group By 1: Priority
- Group By 2: Case Type
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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)
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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:
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Advanced Find View Filter condition:
- Created By (User). Manager Equals Current User
Report Scheduler Configuration:
- Scheduled: Friday @ 5 PM
- Group By: Owner
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