1

Is there a way to schedule reports to a user on a daily basis on the opportunity he/she owns?

eg. I can schedule a report to be sent to one or may users,public groups using report scheduling feature in salesforce, but if I had to schedule reports specific to an individual how do I do it without using apex.

My solution: 1)Create a report and a custom formula with current logged in user's email address and say owneremail= customfield(logged in user email). This takes care of building reports specific to an user. (or) 2) My opportunities would give me all the reports related to me.

When I schedule the reports the report is built based on the user who schedules the report and sends to the group/ individual user the running users reports.

How do I schedule individual reports related to an user using a scheduler?

Thanks in advance!!!

|improve this question
  • This is not supported natively; a scheduled report shows the data as the running user. – Mike Chale Jul 12 '13 at 17:33
  • That's what I thought, but was curious to know if someone had a workaround. I can build a apex scheduler and get this done like a charm. I will leave this open to see if someone has a solution, if not please post your comment as answer, I will accept it as best solution. – Rao Jul 12 '13 at 17:38
  • A 3rd party app might be able to help out. – Mike Chale Jul 12 '13 at 17:40
  • @MikeChale Are you speaking about conga courier? – Rao Jul 12 '13 at 17:42
  • No; I haven't researched anything for this purpose but expect it's a common need so an app probably does exist. – Mike Chale Jul 12 '13 at 17:43

Your Answer

By clicking "Post Your Answer", you acknowledge that you have read our updated terms of service, privacy policy and cookie policy, and that your continued use of the website is subject to these policies.

Browse other questions tagged or ask your own question.