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