Here is a short guide to the new features: Report Scheduler Setup ====================== In order for the report scheduler to work, you have to make manual chances in a Sugar file. * open modules/Schedulers/_AddJobsHere.php * round line 65, add the following line to the "$job_strings"-array: 8 => 'ZuckerReportsScheduler', * somewhere below add the following function: function ZuckerReportsScheduler() { require_once("modules/ZuckerRunnableReport/RunnableReport.php"); RunnableReport::scheduler_run_all(); return true; } Afterwards log in to Sugar as admin user, open the Admin panel, select the "Scheduler" option and add a new "ZuckerReportsScheduler" task to the scheduler, running every minute (the "ZuckerReportsScheduler" task should be available in the dropdown list there). Please be sure to configure the Sugar scheduler correctly, calling the "cron.php" script - otherwise the ZuckerReports scheduler won't work either. Emailing a Report ================= When running a report in the "On-Demand-Reporting" area, it is now possible to send the resulting report as email attachment. Please be sure to configure the Sugar email settings correctly! Scheduling a Report =================== ZuckerReports has a new feature called "Runnable Report". This is in fact a "snapshot" of the On-Demand-Reporting, saving all the settings (report selection, output format, output location including emails, report parameters) and making it available for later execution. To have such a report scheduled, go to On-Demand-Reporting, make your choices and click on "Save for later execution"-button afterwards to make a snapshot. In the next screen it is possible to select the scheduling interval. The ZuckerReports Dashlets ========================== ZuckerReports includes two dashlets: one lists the contents of a category with archived reports, the other one executes a result live and shows it within the home page (rather useful in combination with the "Listing" reports to define own criterias for what to see on the home page). Being on the home page, click on "Add Dashlet", and select one of the two ZuckerReports dashlets to add to your home page. For the "ZuckerReports Archive" dashlet you have to choose a report category to list, for the "ZuckerReports Dashlet" dashlet you have to select a "Runnable Report" (see above) to execute and show. Please note that only reports making HTML output for inline display are available for selection. Team Security ============= For Sugar Professional/Enterprise users, the Team Security will work with ZuckerReports out-of-the-box now. For Sugar Open Source, there is a litte bit of team security by configuring your teams in the modules/ZuckerReports/config.php file, at the very bottom: for each team, you define the name and the list of usernames which are in this team. No more options, simple and easy. Sugars ACL and Role Management will work with ZuckerReports as well now.