Allow scheduling a report for members of a group

by Paul Thompson on September 16, 2019

Currently, Scheduled Reports are created by or for individual users.  This process becomes cumbersome and time-consuming when a scheduled report must be created for all members (100+) of a group.  This is not "CCing" a report to a mail distribution list -- this is running the same report for each member of a group and sending that person the results.

 

  • Allow a report to be scheduled for all user members of a group.  The system should generate the report in the context of the current user.  This insures that report filter clauses like "Where LEAD is (CURRENT USER)" are evaluated properly.

     

    I'm not sure if the system should maintain a single scheduled report entry for that group, or create individual scheduled report records for all group members at the time the report is created.

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  • Can you provide an example of a report where you're is running the same report for each member of a group and sending that person the results? Would, perhaps, an Activity View be more appropriate?
    David J. Easter Commented by David J. Easter September 26, 2019
    #1 Reviewer  -  

    Can you provide an example of a report where you're is running the same report for each member of a group and sending that person the results? Would, perhaps, an Activity View be more appropriate?

     

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