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Form ReportCustomer Spend Variance
Export File TypePDF
Schedule Recurrence
  • Recur Every Fortnight
  • Hour of Day: 9
  • Day of Fortnight: First Monday
Schedule Settings
  • Email Report: Checked
  • Receiver Name: Sales Rep's Name
  • Email Address: Sales Rep's Email Address
Schedule Parameters
  • Type: Card Filter Parameters
FieldValueParameter
CriteriaPrimarySalesPerson.Username = 'Sales Rep's Username'
CriteriaCreatedAt >= AddDays(LocalDateTimeToday(), -7) && CreatedBy.UserName = 'Service'


Further Reading:

Criteria Language Syntax

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