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Question

Sending reports to emails in a certain field

  • September 1, 2023
  • 0 replies
  • 176 views
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Okay, I need to send a report to users in a user field but I want each user to only see their records.  The report would be records that are pending for 5 days or more.

Any idea how I can do that?



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Carol Mcconnell
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    • MikeTamoush
    • Registered
    • September 1, 2023

    Make a filter in the report that filters for current user. Something like

    [Record Owner] is the Current User.

    Then use that report in a subscription, being sure to check that does not send the subscription when the report is empty.

    Have all relevant users on the subscription. It will only send out to users when their 'custom' report has records.



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    Mike Tamoush
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