Scheduled Report to a Group but gets sent to the individuals with there assigned open cases

[markdart]

Looking to send a Report to individuals in a group with there oustanding Open cases. My attempts using assigned to is Dynamic in filter havent worked because the schedule us running as me. It look like in the past there was an option to run as the user.

[markdart]

Doesnt have to be a report open to other methods to achieve the same result

[Mark Manders · Accepted solution]

There are several ways to do this. You can use a scheduled job that checks on the users you want to, and run a while loop, triggering an event for each of these users where you have a mail_script to get the content of the email.

Or trigger a flow on a schedule, look up the users and in an 'for each' loop you look up all open cases. If there are any, you can either trigger a notification (with a mail_script for the content) or send the email from the flow, using a flow variable to create the open Case overview part of the body of the email.

A scheduled report will have to be created for each of the users, or you send the complete report to all of them.