Notify customers and users of overdue action items

[Mostafa044]

Welcome back to another chapter in our Big Little Things blog series, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that make a big splash. This post highlights Scheduled Reports, which allows users to create, generate, and send Reports on a schedule of their choosing. Let’s dive in and learn more about this feature.

What is scheduled reporting?

Scheduled Reporting is available in our One Professional and One Enterprise editions and can be deployed after any Report has been created. With just a few clicks and after entering a few details, users can schedule Reports to be automatically generated and emailed on a specific date or on a daily, weekly, monthly or yearly cadence. Reports can be sent in CSV, Excel or PDF format to Users, Groups and Roles (Internal), with the option to Cc specific email addresses to non-user recipients (External).

Scheduled Report – Use Case

There are countless scenarios where Scheduled Reporting can europe cell phone number list benefit organizations of all sizes and industries. Here are a few use cases of how our customers are using it:

An organization that manufactures and supplies medical devices to hospitals and clinics uses Scheduled Reports to analyze the number of hospitals visited by individual sales representatives each week. To do this, they created a report on the Events module that details the number of Events assigned to each user over the previous 7 days. Every Monday, this Scheduled Report is automatically generated and emailed to their manager for further review.
An engineering and technology solutions company wanted to see how many active users had not logged into their CRM in the last 7 days. They scheduled a “Last Login Report” to be sent to management every Monday to ensure their users were logging into the CRM as expected.
Many Organizations use Reports to gain insight into their monthly sales numbers broken down each year. These organizations want to see how much revenue was generated each month (Based on Deal) over a fiscal year. They use Scheduled Reports to send this data at the end of each month, which tells management how many sales and how much money was generated over the past 1 year broken down each month.
Here are some additional cases for using Scheduled Reports: