Optimizing Email Report Scheduling Based on Client Requirements in saved search:
In certain scenarios, as per client requirements, we need to send the same report content on different days without altering the report content.
For instance, if a client needs to send a report of total sales orders scheduled to ship in the upcoming week, the report can be sent today to the sales representatives and tomorrow to the location.
To achieve this, we apply the following criteria:
Sending to Sales Representatives Today: The saved search criteria used is: [ CASE WHEN ({shipdate} – {today}) > ‘7’ THEN 0 ELSE 1 END]
Explanation: If today is September 1, the report will contain sales orders with ship dates up to September 8.
Sending to Location Tomorrow: The saved search criteria used is: [ CASE WHEN ({shipdate} – {today}) > ‘6’ THEN 0 ELSE 1 END]
Explanation: If tomorrow is September 2, the report will also include sales orders with ship dates up to September 8. This is because we have adjusted the criteria from 7 to 6.
Conclusion:
As a result, the data in both email reports remains the same without any changes. According to our client’s needs, we can easily modify and update the criteria without resorting to complex methods.