How could I create a dynamic scheduled report with dynamic recipients?

Shant Cancik
Tera Contributor

To simplify what I'm asking, imagine a list of task records with different users set as the "Assigned to".

Now imagine a dynamic report that shows each user the subset of task records where they themselves are the "Assigned to". 

I need a way to have that report send each week to all users who are "Assigned to" users. Each user would be emailed a report that week showing them the tasks their assigned to.

Anyone have an idea on how I should go about this?

1 ACCEPTED SOLUTION

Josh Petrick
Kilo Sage

It's not a very simple solution, but you can use a scheduled job to update the recipients then trigger the scheduled report.  See the article below for a step-by-step walkthrough.

https://community.servicenow.com/community?id=community_article&sys_id=873319531b8b98508672ea89bd4bc...

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5 REPLIES 5

Uncle Rob
Kilo Patron

Send them a hyperlink to the report.
Have the report filter for "AssignedTo is Me"

To do it your way you have to know the recipient before you run the report.  Scheduled reports has the opposite order.

Josh Petrick
Kilo Sage

It's not a very simple solution, but you can use a scheduled job to update the recipients then trigger the scheduled report.  See the article below for a step-by-step walkthrough.

https://community.servicenow.com/community?id=community_article&sys_id=873319531b8b98508672ea89bd4bc...

Allen Andreas
Administrator
Administrator

Hi,

Curious to see how changing the recipients dynamically also changed the report data so that they only saw their tasks.

I've done this before myself, possibly a different way (still somewhat complex), but definitely interested to see how that worked out for you.

Did you actually refer to that link they gave you and implement this and checked the results?

Please mark reply as Helpful, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Hey Allen,

 

Our requirements changed and this dynamic report was no longer necessary. We didn't build this out. Sorry I couldn't be of much help.

 

-Shant