Set a email schedule for a Filtered Report - each recipient has a different value in the filter

[ANA1]

set a email schedule for a Filtered Report - each recipient has a different value in the filter

I have created a common report but how do I send the report to the assigned recipients based on the filter value
And this needs to be automated

[Xclipse]

Hi @ANA1

You need dynamic Report Scheduling, where each recipient receives a version of the report filtered specifically for them. Using, Row-Level Security (RLS) is the easiest way to set up filtered report distribution per recipient.

1. Create a dataset with user to filter mappings (e.g., email → region).
2. Apply RLS in your dataset.
3. Configure a single email schedule for all users from your RLS applied dashboard.
4. QuickSight will automatically filter the data per recipient based on RLS.

Please refer the below community post this might be helpful for you.

How to share quicksight dashboard snapshot/data in PDF with custom filters in scheduled manner

I have a quicksight dashboard where we have data for multi countries. We want to share the Snapshot of different countries in mail box to respective team. Is there any way to achieve this?

[Brett]

Hi @ANA1,
It’s been awhile since we last heard from you, did you have any additional questions regarding your post?

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

Thank you!

[Brett]

Hi @ANA1,
Since we have not heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new post in the community and link this discussion for relevant information if needed.

Thank you!