How to get Smart Views delivered to my e-mail?

This is an old version of the article. Please check the actual version in our new Knowledge Base.

A weekly subscription can be delivered to your and your colleagues mailboxes for many XTRF views.

• Client Invoices
• Clients
• CRM
• Feedback
• Jobs
• Opportunities
• Periodic Jobs
• Projects
• Quotes
• Tasks
• Vendor Invoices
• Vendors

How to add an email view subscription

1. Have a view that narrows the shown results to something meaningful to you, e.g. time limited like feedback from last year in the example below:
   
2. Go to  Configuration > Integration > Periodic Jobs > Add.
3. Set the 'Type' as 'Filter Subscription', 'Data to be sent' as 'Feedback' and add the View you created.
   
   
   
4. More settings typical to Periodic Jobs:
   • Subscribers - pick Home Portal users who should receive the subscription
   • Don't send/save when report is empty - should emails be sent when there was no feedback item in the view?
   • Save periodic job's CSV to - lets you keep a copy of the CSV file on the XTRF server's disk
   • File name expression - if you opted for saving a file, you will see here how its name will be structured
   • XTRF Macro Executed as a Post-action - a script might be run after every such action, but you should probably just skip that
   • Execution Configuration - define how often and when the subscribed view should be sent by server; if you expect large files with lots of content avoid office hours as it may impact server's performance
   • Periodic Job Statistics - history is logged in this section