Hello,
I use the report feature and have a template for a monthly report. I would like to automatically generate a PDF report every month for each user_id separately. Currently, I generate these reports manually using a filter.
Could you please advise how I can automate this process? Is it possible to do this via API?
Thank you
Hi @InbalK
Quick supports automating PDF report generation via the Snapshot Export APIs, specifically using StartDashboardSnapshotJob for paginated reports, which respects row-level security (RLS) and parameters to filter by user_id.
Convert your analysis/dashboard to a paginated report, link a parameter to your user_id filter, and use the API to trigger monthly jobs per user_id. This generates PDFs stored in S3 with pre signed URLs for distribution.
Please refer to the below Quick documentation and videos this might be helpful for you.
Hi @InbalK,
Just checking back in since we haven’t heard from you in a bit. Were you able to see Xclipse’s reply and/or find a solution yourself in the meantime? If you still have any additional questions related to your initial post, please feel free to share them. Otherwise, any update you’re able to provide within the next 3 business days would be helpful for the community.
Thank you!
Hi @InbalK,
Since we haven’t received any further updates from you, I’ll treat this inquiry as complete for now. If you have any additional questions, feel free to create a new post in the community and link this discussion for context.
Thanks!