FAQs in this section
How do I create a report?
What does subscribing to a report mean?
What actions do I perform on a report?
What actions do I perform on a chart in a report?
How do I subscribe to a report?
Where do I find reports?
How do I restore a deleted report?
How are Vtiger Reports useful?
What are the chart types that can be created in Vtiger CRM?
What can you display in the data fields in a report?
How is scheduling a report useful?
What is Vtiger Sales Manager Template App for Power BI?
How do I set up Vtiger Template App in Power BI?
Can I change the conditions on a shared report?
Can I sort charts?
Why am I unable to select RTE fields in the Reports list columns?
How do I schedule a report?
Table of Contents
Yes, you can schedule a report to run it at a fixed time and frequency and receive email updates.
Follow these steps to schedule a report:
1. Open the report.
2. Click the ellipsis displayed beside the report name.
3. Select Schedule Report.
4. Fill in the following details:
Click here to learn more about Reports.
Follow these steps to schedule a report:
1. Open the report.
2. Click the ellipsis displayed beside the report name.
3. Select Schedule Report.
4. Fill in the following details:
a. Whom to email: Select users to send the report to under Select Recipients.
b. Frequency and recurrence: Select when you want to run and receive an email about the report by specifying the Frequency and Start Time.
c. File Format: Select the format in which you want to receive the report.
5. Click Save.c. File Format: Select the format in which you want to receive the report.
Click here to learn more about Reports.
Was this FAQ helpful?
1
out of
1
found this helpful.
Comments 0
Be the first to comment