CRM On Demand - Reports and Dashboards (MOSC)

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How can I refresh a report before Scheduled Workflow emails to users

in CRM On Demand - Reports and Dashboards (MOSC) 3 commentsAnswered

Developing in CRM On Demand R47

I have built a report to distribute to Administrators for action. The report should show all records due on the day the email arrives or older (DUE TODAY / OVERDUE) and be delivered first thing in the morning.

The report I have built looks at the Due date and if >= Today() appears in the report.

The Scheduled Workflow for Analytics is set to run at 00:05 (5 past midnight) to display anything created that is now due.

The test cases setup are to create Record 1 due today and Record 2 due tomorrow. Record 1 appears in the report flagged as DUE TODAY (correctly) and Record 2 does not appear in the report (as expected). These test cases created 12 hours before the Scheduled Workflow runs. Next morning 00:05 I expect that Record 1 should be flagged as OVERDUE and Record 2 flagged as DUE TODAY. However Record 1 is extracted in the Scheduled workflow analytics report as DUE TODAY and Record 2 is not in the report.

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