Automatically sending reports to customers

Question & Answer
1

I’ve created a paginated report, and I want to filter the report by customer and automatically send out the report to each customer, with just their data showing

What’s the best approach to this?

2

Hi @jacobthompson

I believe you can do this with row level security and dynamic parameters. For more information please check this out.

3

Hey Max,

Is there any way to do this where we could send it to customers without them needing Quicksight accounts?

We’ve created a paginated report via a QuickSight Analysis, and we wanted the analysis to be sent via PDF to each customer, applying the dynamic filtering to show just their data.

Is there any way to do this even if it requires some workarounds or dev work?

4

Have you tried doing that with tag based rules?

5

Hi @jacobthompson Unfortunately anyone that receives a paginated report needs to be a user within QuickSight. This is so row level security can take effect per user.