Scheduled reports - Every month instead of every 4 weeks

Hello,

My problem is simple : we want to schedule a report to be send every month and not every 4 weeks.

I am sure we are not the only one to face this issue but, today, I don't find an easy well to solve it.

Best wishes,

Fred

Parents
  • Hi Fred, Clubmates,

    If to separate automation of reports sending from automation of scheduling of reports sending, there could be a fairly simple solution for this particular case.

    We may add an item e.g. 0 [One-Time Run] to the dropdown reportschedule_time_interval_dom and then create 12 records in the Reports Schedule - one per each month of the year, setting the desired Stat Date for each record with One-Time Run in Repeat time.

    This will make each Report Schedules record run only ones - on the Start Date specified

    The handy copying of Report Schedules records allows to easily schedule the monthly reports sending on the desired date for the next 10 years just in 10-15 minutes of our time.
    The only thing to check is the proper schedule for running a job Run Report Generation Scheduled Tasks.

    I hope this works for the case

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hi Fred, Clubmates,

    If to separate automation of reports sending from automation of scheduling of reports sending, there could be a fairly simple solution for this particular case.

    We may add an item e.g. 0 [One-Time Run] to the dropdown reportschedule_time_interval_dom and then create 12 records in the Reports Schedule - one per each month of the year, setting the desired Stat Date for each record with One-Time Run in Repeat time.

    This will make each Report Schedules record run only ones - on the Start Date specified

    The handy copying of Report Schedules records allows to easily schedule the monthly reports sending on the desired date for the next 10 years just in 10-15 minutes of our time.
    The only thing to check is the proper schedule for running a job Run Report Generation Scheduled Tasks.

    I hope this works for the case

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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