Scheduled reports with filters

Q&A
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1

Hi,

We are a consultancy company which works with a variety of companies, whom we refer to as “customers”.

We use for initial needs a work hour report system with fields for: Project (actually, it is a customer), Sub-Project, and Reporter (employees).

I was asked by my manager to generate automatic reports from Quicksight with data from our work hour reporting system. The proposal is to receive monthly reports per employee for all projects and subprojects separately. It’s mean that it will be possible to send a separate report for any customer (project) for any sub-project, duplicated for each employee.

Quicksight has the sequential reporting option, but I’m looking for an automated report generation option with filters I’ve defined in advance (project, sub-project, employee).
Could you possibly know something like that?

Thank you.

Noy

2

Hi @Noys,

If you have the paginated report add-on, you can use StartDashboardSnapshotJob in the Quick Sight API to do this. You can link parameters to your dashboard filters and use the API to set parameter values.

3

Thank you @David_Wong!
There is other way to generate many dashboards, as I explained above without using this add?

4

@Noys

You can create parameters and link them to your filters, and then set the parameter values dynamically for each user. Take a look at dynamic default parameter at the link below.

5

Hi @Noys,
It’s been awhile since we last heard from you, did you have any additional questions regarding your initial topic?

If we do not hear back within the next 3 business days, I’ll go ahead and close out this topic.

Thank you!

6

Hi @Noys,
Since we haven’t heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new topic in the community and link this discussion for any relevant information that may be needed.

Thank you!

7

Hi, and sorry for the delayed reply.
Thank you so much for the answers!
I’ll check this out.
All the best,
Noy