Forum Discussion
This was my first thought, but unfortunately there is no way to filter a report before embedding it. In my case, the table I'm working from is qualified commissions for our sales staff. When they get paid, the pipeline would email the sales rep a report of all the commissions included in their payment. Having an individual filtered report made for each sales rep is not feasible.
Well assuming that you have a parent child relationship, just have a Pipeline tickle the Sales Rep record to trigger an email. Make a specific form to be used in the email notification, which just identifies the sales rep and have the correct embedded report of qualified commissions for the Sales Rep. If that is your use case I'm sure we can solve this with no code native tools.