Skip to content
+1-888-319-3663

EONE BLOG

Scheduling Popdock Reports for Automated Exceptions and More!


We like to think of Popdock as a great interface to query any type of data in the cloud or on-premise. However, some of our customers have told us they don’t want to login to Popdock to see their information everyday. Were we offended? No! We created the capability to use Scheduled Jobs so you can get the information you want, without logging into any system (except your email!).

The Scheduled Jobs window shown below can be accessed from Developer>Jobs menu:




















When a new Scheduled Job is created a screen like below will appear:

























Key elements of this window are selecting which connector, list and favorite you want to publish. After selecting list details, we can choose the options on where and when we want this report to be sent. You can send to multiple email addresses, change the subject of the email and choose the time of day this report should run. Additionally, you can choose the frequency this report should run. It could be every day, Monday through Friday, only on Wednesday, on the first and fifteenth of the month or the last day of the month.

So now if you want to be notified of certain situations that need to be addressed like the following:
  • Low on Inventory levels
  • Customers that have more than $5000 in receivables that haven’t paid for 90 days
  • Leads that do not have a source on them in your CRM system
  • Declined credit cards
  • Vendors that we owe more than $1000

There are an unlimited amount of situations but I trust you can see where a process that automatically runs without human interaction could be beneficial to your organization.

If you have any more questions about Scheduling Popdock Reports, feel free to email us at sales@eonesolutions.com or reach out to me, Chris Dew.

Leave a Comment





RECENT POSTS


Meet eOne Solutions at Directions EMEA 2023!
Connect with eOne Solutions at SuiteWorld 2023!
What is a Data Lake/Data Lake Management?
The Challenges & Benefits of Ad Hoc Reporting
What is Virtual Integration?

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release Salesforce Salesforce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.