How to Create a Scheduled Report Creating a scheduled report is a simple process that requires only a few steps. Follow these steps to start scheduling your reports in Vtiger:
Once the report is created, open it and click on
the three dots (more button) in the upper right corner of the record. Select “Schedule Report”.
Next, the user needs to fill in and select switzerland phone number data details such as to whom the report will be sent, how often it will be sent, when it will start, and what file format the report will be sent in. There is also an option to send the report via email even if it is blank.
*Note – If PDF file format is selected
only 1,000 records will be sent in the report. If the report exceeds or is expected to exceed 1,000 records, the user should schedule it in CSV or Excel format.
After clicking Save, a pop-up window learn how to use them in the best way will appear in the upper right corner of the screen to inform the user that the report has been successfully scheduled.
After successfully scheduling a report
the user can adjust the report’s recipients, frequency, start time, and file format by opening the report and clicking the More button again.
Users can also see when the report schedule will next trigger, and they have the option to “remove” a report from the schedule on the same edit screen.
Why wait, start scheduling your reports global seo work in Vtiger today and let the power of automation work for your business.
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