I have a Account report which needs to sent to all account owners. If any user who don't own accounts should not receive the report.

Any thoughts on how we can achieve this?

I initially thought of having all account owners in a group, but that wouldn't work if somebody no longer owns accounts but still is in the Group.

I am pretty much sure there is no out of the box solution. But if there is any I am all ears for it.

Another option I can think of is use a scheduled flow to add/remove users(account Owners) from group just before the scheduled report is run.

Any other better option?


I am planning to use Report subscriptions and one single report to all users

  • this needs more information -- are you sending separate reports, one per owner? or are you sending one report to only owners of Accounts? Are you using Report subscriptions for this? Please use edit
    – cropredy
    May 15 at 15:46
  • I currently i am using one single report to all. Yes plan to use report subscriptions
    – Prady
    May 15 at 16:05
  • related Q&A. - you're looking for dynamic Group membership. I can see no way of doing this besides the scheduled precursor job to collect all the account owners at that moment and then rebuild the Public Group members
    – cropredy
    May 15 at 17:38


You must log in to answer this question.

Browse other questions tagged .