+9I have a "Reminder" notification setup to trigger when a date field is after the value by a certain amount of days. Is there a way to specify the report to use when sending this email? Right now it is using the "Default Report", but I would like to change to a different report if possible.
Thanks
Brian
+24Reminders are pretty old and long in the tooth, and they work how they work. They only use the default report.
If you want to have more control then you need to set up a subscription report that mimics the timeframe of when the records should appear on the report and then you can use a Subscription or a new Custom notification that came out recently. In either case you can specify the report.
+9Is there a way to view either of those to see how it looks? Can I trigger the subscription manually to test it?
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