What are the steps to generate schedule a report and send exported (csv) results to specific email ids?
What are the steps to generate schedule a report and send exported (csv) results to specific email ids?
It depends on the version of sugar you are running. On Professional, for example, each user has to go to the report and schedule it for themselves. In Enterprise/Ultimate, as of v9 I believe, you can add multiple users to a scheduled report.
See if this helps (Note that the link is for Enterprise v10.2) you may need to change version if you are running something different:
FrancescaS
It depends on the version of sugar you are running. On Professional, for example, each user has to go to the report and schedule it for themselves. In Enterprise/Ultimate, as of v9 I believe, you can add multiple users to a scheduled report.
See if this helps (Note that the link is for Enterprise v10.2) you may need to change version if you are running something different:
FrancescaS