Crimson 3: Searches and Reports - Email Scheduler

Use the Email Scheduler to send Customized Saved Searches and Crimson Reports to you and your key staff on a regular basis.

Saved Searches Scheduling

  1. First you must select a saved search or create one if it does not exist yet. TO create a new saved search, follow the steps below:
    1. Open either a People Search or a Money Search
    2. Enter your search criteria (Ex: $1000+ donors last month)
    3. Set your preferred Output Fields
    4. Run the report to see current results
    5. OPTIONAL: Select Aggregation settings (Ex: group by People Type)
    6. Save your search criteria
  2. To select your saved search to be scheduled, open either a People Search or a Money Search
  3. Click on the mceclip0.png button
  4. Find the saved search you would like to schedule to be emailed
    mceclip2.png
  5. Click mceclip1.png
  6. Enter the Start date and time you want the emails to begin
  7. Select the Runs Every option preferred
    • Day
    • 2 Days
    • Week
    • 2 Weeks
    • 30 Days
    • Custom
      • This option allows you to select every X number days the report will run

NOTE: The report will run on the days selected at the time you select4ed for the start

  1. Click mceclip3.png when done

Crimson Reports Scheduling

  1. First find the Crimson report to be scheduled for emailing and click mceclip4.png
    mceclip5.png
  2. Enter any required prompt criteria and then click mceclip6.png
  3. Then click mceclip7.png
  4. Confirm the Name you want the scheduled report to appear as
  5. Confirm the Filters’ criteria selected to be ran
  6. Click mceclip8.png
  7. Enter the Start date and time you want the emails to begin
  8. Select the Runs Every option preferred
  • Day
  • 2 Days
  • Week
  • 2 Weeks
  • 30 Days
  • Custom
    • This option allows you to select every X number days the report will run

NOTE: The report will run on the days selected at the time you select4ed for the start

  1. Click mceclip9.png when done

 

 

Use Case Example

Needed: List of donors potentially needing to be reported on a 48-hour report.

 

Steps to Setup:

  1. Open Money Search
  2. Under the Gifts Filter Group > Gift Amount filter enter “Greater than/Equal to” “$1,000.00”.
    mceclip10.png
  3. Under the Gifts Filter Group > Entry Date filter select “Yesterday”.
    mceclip11.png
  4. Set your preferred Output Fields
  5. Run the report to see current results
  6. Save your search criteria
  7. From the saved search settings, click mceclip13.png
  8. Enter the Start date and time you want the emails to begin
  9. Then select the Runs Every option preferred
    mceclip12.png
  10. Click mceclip14.png when done.

Scheduled Emails Management

To view and manage all scheduled saved searches and/or Crimson reports, go to the search menu or All Reports menus.

Click on the mceclip15.png button to view all scheduled saved searches.
mceclip16.png

Click on the mceclip17.png button to update the settings for your email scheduled report.

Click on the mceclip18.png button to cancel your email scheduled report.

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