Better Reports with the Enhanced Report Scheduler for SugarCRM

by Roxana Dicu on August 22, 2019

4 minute read

No business is the same, yet each can benefit from using W-Systems’ Accelerated Customizations for Sugar: enhancements we made specifically with CRM users in mind, meant to make you work faster and smarter. One of the Accelerated Customizations that any customer could use is our Enhanced Report Scheduler, which extends Sugar’s native report scheduler’s functionality so that users can share reports exactly the way they want to, making it easier to encourage transparency and access to data across your organization. Keep reading to learn more!

Sugar's Out-Of-The-Box Report Scheduler

By using Sugar's out-of-the-box Report Scheduler, users are able to schedule regular email deliveries of Sugar reports to themselves and other Sugar users via the Reports Schedule module. 

Scheduled reports are then delivered as PDF file attachments to the users' primary email addresses. When scheduling a report, you can choose the date and time to start sending reports, and at what interval you wish to continue receiving them (hourly, daily, weekly, etc).

Sugar's Out-Of-The-Box Report Scheduler

The W-Systems Enhanced Report Scheduler

We’ve listened to your needs and made some improvements to the Report Scheduler that we believe will make your lives easier when it comes to Scheduled Reports. Our Accelerated Customization includes additional options for Report Scheduler, such as 

  • Show Report in Email Body – Get the full report in the email. For an easier view on mobile, users will have the report at their fingertips inside the email body. This enhancement applies to any report type.

Show report in email body

  • Export to CSV – Exports the report data as a CSV and includes it as an email attachment. Interacting with a PDF file can be tricky—we’ve all dealt with a PDF issue at least once. The CSV format is more versatile and allows you to import your reports into a number of computer systems since it’s easily read by Excel, Notepad, PHP, mySQL and more.
  • Add CC: Email Addresses – Breathe more transparency into your organization. Now you’re able to add external email addresses of project managers or even clients to the CC to keep them in the loop at every stage of the process, it's regardless of whether the recipient is a Sugar user or not. 
  • Include Link to Report - If checked, the scheduled report email will include a link to the report in Sugar. You’re now one click away from the scheduled report with the ‘Include Link to report’ option.
  • Instructions Field - Unlike the Description field, any additional information added into the Instructions field will be displayed in the email body once the report is sent.

Enhanced Schedule Report Options

  • Repeat Type Option - There are several new options for scheduling your reports, including Monthly, 1st of the Month, 15th of Month, and Last Day of Month, so you can be better informed every step of the way.

Enhanced Scheduled Reports time interval

In Conclusion

Our Accelerated Customizations for Sugar are meant to give you more transparency and versatility, better organization and improved communication between departments. We feel confident that we managed to do that with the Enhanced Report Scheduler. 

If you would like to see the Enhanced Report Scheduler in action, don’t hesitate to contact us here.

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