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

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

Here's how.

  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 an add a new one:

  3. More settings typical to Periodic Jobs follow
    • 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

Is this article helpful for you?