Can scheduled reports send personal summaries?

[peterraeves]

Before I go out scripting, I was wondering if there was a simple way to do the following. I want to send out reports on a regular interval, that contain a summary of the incidents logged by a certain user. Every time the user should receive a pdf with the list containing all incidents he logged from the last time this report was send.

Therefore, we don't know up front who we will be sending to and we don't want to make a scheduled report for every user, and only sending it when it isn't empty. I haven't tried this yet, but I could probably have a script that loops over all assignees for that period of time, that sets up scheduled reports that would run as that user and that would have the list conditioned on "assigned_to = gs.getUserID()", but I was wondering if there was a more OOTB, cleaner way to do this.

[Eli Guttman]

Hello Peter,

I have a similar requirement - did you managed to find a solution for this?.

Thank you

[peterraeves · Accepted solution]

I did fix this problem. What you need to do is

1) Create the report to use "dynamic = me". For example "opened by - is dynamic - me"

2) Create a template for the schedule you want to run

3) Create a Scheduled Script that will use the template to create new ScheduleOnce schedules for all users or groups you want. The script will set the "run as" field to the specific user and let the schedule run for that user.

In step 2) I originally used a Script Include to create the schedule:

         var scheduled_report = new GlideRecord('sysauto_report');
         //Set the scheduled job to active
         scheduled_report.active = 'true';


        //We add report title and user name to the name for clarity
        scheduled_report.name = ''
                 + 'Scheduled Email Report of '
                 + report.title
                 + ' - '
                 + user.name;


        //Run report as given user to show only his records
        scheduled_report.run_as = user.sys_id;
        //Sent report to same user, so he receives his own report
        scheduled_report.user_list = user.sys_id;
        //Only send the report once
        //It will be rescheduled if needed
        scheduled_report.run_type = 'once';
        scheduled_report.report_title = subject;
       scheduled_report.report_body = body;
       scheduled_report.report = report.sys_id;
       scheduled_report.omit_if_no_records = omit;

        //Now, insert the newly created scheduled job to start running
        //As it is a "once" job, it will run automatically
        var answer = scheduled_report.insert();

The function had parameters like "user" and "report", but I just recently discovered that there is an OOTB script include for this functionality. So it might be better to check that one out as well. It's an object called "ScheduleOnce" and is an extension of the "Schedule" object.

[Eli Guttman]

Thank you Peter.

This was very helpful!

[Blair5]

Peter,

I want to do this exact thing, however - since I'm not the most savvy coder - I'm having a hard time distinguishing where you are actually setting the correct scheduled report to run?

I have a scheduled report that is running from the incident table and I created a scheduled job and inputted the script you have. Am I missing a step? Any help is much appreciated. Thank you.