- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
05-13-2021 09:38 AM
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?
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
05-21-2021 12:31 PM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
05-21-2021 11:51 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
05-21-2021 12:31 PM
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.

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
01-04-2022 01:12 PM
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!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
01-04-2022 01:20 PM
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