Sample reports generated using Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise

Advanced Find View Filter condition:

• Status Equals Open
• Est. Close Date  Next 7 days

Report Scheduler Configuration:

• Scheduled: Monday @ 9 AM
• Group By: Owner

Advanced Find View Filter condition:

• Activity Status Equals Open
• Activity Type Equals Task, Appointment, Phone Call, Service Activity, Recurring Appointment
• Owner Equals    Current User
• Due Date Equals Today

Report Scheduler Configuration:

• Scheduled: Mon, Tue, 

  Wed, Thu, Fri @ 9 AM

• Group By: Activity Type

Advanced Find View Filter condition:

• Created On: Today
• Created By (User). Manager Equals Current User

Report Scheduler Configuration:

·         Scheduled: Mon, Tue, Wed, Thu, Fri @ 5 PM 

Advanced Find View Filter condition:

• Case Status equals Open

Report Scheduler Configuration:

• Scheduled: Mon, Tue, Wed, Thu, Fri @ 9 AM
• Group By 1: Priority
• Group By 2: Case Type

• List of contacts whose Birthday reminder is needed

Report Scheduler Configuration:

• Scheduled: Monday @ 9 AM
• Next X days: 7 (number of days in advance of Birthday to be reminded)

Advanced Find View Filter condition:

• Created By (User). Manager Equals Current User

Report Scheduler Configuration:

• Scheduled: Friday @ 5 PM
• Group By: Owner