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General Discussion Scheduling Reports

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Scheduling Reports

Posted By Deb - AMCG over 9 years ago

Hi, everyone!!

I need to send out reports to the exec team every Monday. I do not see anything

that will allow me to schedule (like you can do easily in SF).

Am I missing something?

Thanks!

0 Toby.Prince over 9 years ago

You cannot do this through CRM, you would have to use something like SSRS:

msdn.microsoft.com/.../ms160334.aspx

May be an idea to add this to the ideas hub, would be nice if you could do it through CRM.
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