Still looking for answer Email PDF Results, currently not emailing all results, why?
I have a need to email out a Sales Recap on a daily basis to about 17 different Sales Reps. I have all my saved searches created, they are displaying the correct results, but when it comes down to emailing it out at 4AM it is only emailing a percentage of their delivered orders for the day.
When i go back to the search and display results it’s all there. When I manually generate a PDF, it looks great. But why does it not email all the results when it is scheduled?
I found out that if it’s taking too long to pull the search it will quit and move on to the next scheduled search so I added extra time in between each scheduled search. I first tried 5 minutes, then tried 10 minutes apart, and it is still not emailing all the results.
Any suggestions?
Edit: No matter what format i choose (PDF, CSV, Email body) the results are capped. The largest single sales rep report could be up to 1000 lines but the average is anywhere from 100-500 lines on any day.
The first thing to do is to verify what is different between the manual execution and the scheduled.
As I can only judge by the information you provided, the information that sticks out would be the timing in which the Saved Searches are sending out the email. Do you have any criteria based on the date?
Hi! Thanks so much for your answer. Here’s my criteria:
It’s a pleasure.
As you can see, the Ship Date is going to be inaccurate at 4 AM server time.
In this specific use-case, you would want to select Yesterday.
So no, the search is mailed out at 4am for orders shipping on the same day. So at 4am the ship date would be set to TODAY for today’s deliveries.
There are also limits on the lines it will produce. I do believe it’s a pretty high number in the thousands so that might not be it but depends on how much data you are sending. Also the size of the PDF might also matter. Try and do a test send via CSV instead and see if it still caps it.
Thank you for answering! Yes I meant to put this in the original question – i did try all the formats and it is doing the same thing no matter what. The largest sales rep report would be a max of 1000 lines but they usually come in anywhere from 50-500 lines on average.
I had this issue once, Tried to clear my cache and It worked. Can you try clearing your cache?
Thank you – I do this on a frequent basis, but I did just clear it and will have to test again tomorrow when scheduled search emails run…
I had tried clearing my cache again but this still did not work 🙁
Why not try creating a Sales by Sales Rep report and then scheduling it to send email?
I don’t believe i can go this route because I need to be able to show what was “Out” for the day. Which, you cannot reach “Backorder” without doing a formula, hence, saved search was a better choice than reports. UNLESS i am missing something… i need to be able to have some sort of search or report emailed that has the Outs on it for the day.
thank you for the help, i do appreciate it.
