Scheduled Reports and Searches
In this lesson we cover automating reports and saved searches, and having their results sent to users automatically. We cover sending new search results when the results of a saved search change, and sending a saved search on a scheduled basis. We cover recurring scheduling options, and how to set them up. We look at setting specific recipients to receive the notifications, and having the recipients selected from the search results. We cover allowing users to subscribe to specific searches. We cover using updated fields to trigger the search results to be sent out, and we cover how to customize the message that is sent along with automatic search results and the format of those results. We cover scheduling reports and their recurrence, customizing the report message, and changing those schedules at a later time if necessary.