Report Scheduler

Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time.

• Interface to set-up recurring and automated email of CRM data on a periodic basis
• Event Reminder (Birthday \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc)
• Allows Grouping, Sorting and Totaling of records
• Users can easily receive CRM data in few clicks without any IT support
• Mobile Friendly (option to have the data sent in the body of the email)
• Direct navigation to CRM records from email via a click link
• Handles scheduling across multiple time-zones
• Can send the data even to non-CRM user email addresses
• Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images.
• Multi-User Scheduling of single report (each user will receive only his data)