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New Report Generation Storage in Saleslogix v8.1.0.....

Status: New
by Nickel Contributor jlpemberton300 on ‎10-28-2014 10:09 AM

With the advent of the new reporting in Saleslogix v8.1.0 and being able to store the history, the generated report, and scheduling reports in the Web client, this is a fantastic improvement.  However, I think there needs to be a few tweaks to it that would make it even better:

 

- I noticed that the generated reports are thrown under the root of the logging path for Saleslogix.  On installations that do not have a sync server, this path is not available as a settable option and gets thrown to the C drive on the server.  Give us an option like Library and Attachments to be able to specify where the generated reports go.  It would also help if someone were trying to grab a generated report and attach it to the record or compose an e-mail and include it to be able to read the path, the generated name, and grab the file

 

- Provide tools to clean up generated reports based on criteria like Scheduled By, Run date, file size, etc... to allow administrators the ability to clean up the generated files and not store them indefinitely.

 

- Potentially add the ability to set retention times based on user or globally and functionality to sweep based on this setting and clean up the history and generated file(s)

 

I will take what has been provided, but in working on customizations for clients, these "nice-to-haves" come up on almost every installation.

 

Jim

Comments
by karinetop
on ‎11-19-2014 10:50 AM
 
I'm happy to come across your subject that just gave me an idea and solved my problems thank you for all has soon.Smiley Wink

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