This may need to get moved to Feature Requests, but I wanted to reach out here first to see if anyone has a pre-existing solution.
Short version: I’m looking to setup a scheduled export of a report with different filter values based on the scheduled notification (schedule 1 would have filter A, schedule 2 would have filter B, etc.)
I’ve designed a report to spit out some basic groupings as well as a summary in the header. I’ve also added two filters to the report - a drop-down list for Company_Name and a date range for Date_Resolved.
The report itself works great, but now it’s time to put the report into production. We’re going to want monthly PDF exports for a handful of clients with a date range of end-of-month minus 60 days. All easy so far.
The problem is that I can’t touch the filters while setting up the schedule. For instance, I can’t say “on the 1st day of every month, send a report with Company = ABC Co” then make a new schedule for “on the 2nd day of every month, send a report with Company = BBC Co”. The report simply remembers the values set on the filters when it was last checked in and runs with those.
The Director really, really doesn’t want to have to log in on a schedule, change the filters, run the report, save the PDF, etc.
The best idea I’ve been able to come up with is to clone the report for each client, set and save the filters, and set notifications on each of them, but that seems a bit ham-fisted.
If anyone has any ideas or has faced a similar issues, I’d be eternally grateful for any suggestions or advice!