Forum Discussion
If you are using New Style forms, then you put the report on the form and then specify the Report Link field to filter the report to just the sales rep for that record. Once again, you don't need to do anything technical.
Yes, I have that already, but for some reason being able to view it online isn't good enough. They want it the report of paid commissions emailed to them.
- MarkShnier__You2 years ago
Qrew Legend
So just setup an email notification to the Sales Rep fo their Sales rep record using the form with the embedded report and trigger when the field [Date / Time to Email Sales Rep] is updated.
The set up a Pipeline to run on a schedule or some manual trigger which will update the field [Date / Time to Email Sales Rep] with {{time.now}} in a For Each loop after a search of sales reps who have commissions that month.