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Question

Subscriptions - direct different sections of the report to different people?

  • December 19, 2023
  • 0 replies
  • 95 views
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I have a report that needs to go out to 6 people weekly.

But, each needs to see only their own section of the report. The report does have their name on each of the records.

I don't see that the Subscription feature allows this, without writing 6 different reports different only in that they filter for one section.  I can then use 6 different subscriptions to send them out.

Wondering if there is a better way to do this.



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Charlotte Morin
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    MarkShnierYou
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    re:Wondering if there is a better way to do this.

    YES.

    You need to find a way to put each respective Userid on the record as opposed to their name.

    Then make a report called perhaps MY Open Projects with a filter of where the [Userid Field} equals "the current user" (that will be an option)

    Then setup a Subscription to that report and ideally it should go to all users in certain Role(s).

    Then you have one report with one subscription and each user will only receive a report with their own records on it,.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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    • CharlotteM
    • Author
    • Registered
    • May 2, 2025

    This worked.  Now I'm wondering if this idea can be combined with the "email everyone" feature in the Business license level that allows "email subscriptions for non-QuickBase users."  The non-users' emails would appear on each record in the report; I want them to get only "their own" records out of the entire report.  We don't have the Business license at this time so I can't test it for myself.

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