Can I set up a report that will email all users with open tasks their list of open tasks?

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • Answered

For example, Jane, Billy and Tom all have open tasks against different projects.  I'd like to be able to email them a personalized daily report where they can only see their open tasks.  Is this possible?


I know I can do a report and do a filter where current user = assigned resource, but it doesn't seem that approach would work for a subscription.

Photo of Devona

Devona

  • 20 Points

Posted 3 years ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 65,422 Points 50k badge 2x thumb
Ah well, that is what's so amazing about QuickBase.  If you subscribe 100 sales reps to a single report of My Open Orders, they will each get a different report.  It's magic but true.
Photo of Devona

Devona

  • 20 Points
That's awesome!  I didn't think it would work that way - THRILLED to hear that it will :smile:
Photo of NP

NP

  • 10 Points
I'm not sure what you mean by "subscribe users to a single report."  How do you do that?
Photo of Tad

Tad

  • 0 Points
you can make a new report in the Tasks table with the fields you want and then filter it.
A few filters I would use would be something like "status" equals "open" and "user" is the current user.
then set up your subscriptions.
Photo of Tad

Tad

  • 0 Points
Subscriptions are in settings. from the home screen, click "settings", then "app management", then "Manage notifications, subscriptions & reminders"
Photo of Tad

Tad

  • 0 Points
I do something very similar for our salesteam to remind them when a job is not yet invoiced after the status is "complete", which reminds them to turn in necessary paperwork. I also put the report on their homepage, but be careful not to make the homepage too annoying until users adopt it fully.
Photo of Arshad Khwaja

Arshad Khwaja

  • 3,152 Points 3k badge 2x thumb
Mark I know you helped me create a similar report but using a role  in conjunction with user is the 'current user'.  I tried doing the same thing for my tasks with a an ;Assigned To' field  but this does not quite work in the manner I saw it working 'magically'.  Does it always require a role in the 'Deliver To' field?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 65,422 Points 50k badge 2x thumb
The report will have a filter for some User field = Current User

As for delivery in a subscription, it will go to all users in a certain selected Role(s)

Do not just select all roles or all users in the app as there are performance issues an subscriptions limits which can be problematic.
Photo of Arshad Khwaja

Arshad Khwaja

  • 3,152 Points 3k badge 2x thumb
OK thanks.  Will try.