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    Noorshabah Ramjanee
    Send Scheduled report to the staff account assignedAnswered
    Topic posted July 9, 2018 by Noorshabah RamjaneeApprentice 
    53 Views, 5 Comments
    Title:
    Send Scheduled report to the staff account assigned
    Content:

    Hello,

    I have a report of list of incidents for the day.

    Each incident is assigned to a staff account.

    I want to filter the incident list by staff accounts and send a report to each.

    For example, I have 10 incidents assigned to 5 staff accounts. I want each staff account to receive a report of 2 incidents.

    Is this possible?

    Thanks,

    Noorshabah

    Best Answer

    Dev Aditya

    Hi Noorshbah,

    Add a filter to the report "incidents.assigned"= "logged In"

    Create a schedule, set "Run Report As" any one user, in the "To", add his email ID only.

    Create similar individual schedules for all the users. just make sure, you have same name in "To" and "Run Report As" in every schedule.

    I hope it works.

    -Dev

    Answer

     

    • Sebastiaan

      For normal use by the agent, the filter is easy (see attachment)
      This will however not work for scheduled reports, you would need to create a report for each agent and set the assigned filter for each agent and lock this filter. Then you would need to create one schedule per agent. There might be other options such as API or (not tested) have it available on the CP and then maybe it would only require one report (signed in account) to which you link. Another alternative might be to send a link to a BUI report or use screen pop

      If the report has to be sent as an attachment then it can only be done through a schedule (one per agent) and maybe through API. Wether this is feasable depends on the amount of agents...

       

    • Dev Aditya

      Hi Noorshbah,

      Add a filter to the report "incidents.assigned"= "logged In"

      Create a schedule, set "Run Report As" any one user, in the "To", add his email ID only.

      Create similar individual schedules for all the users. just make sure, you have same name in "To" and "Run Report As" in every schedule.

      I hope it works.

      -Dev

    • Sebastiaan

      Interesting aproach Dev, will be fun to test this for myself.
      It would definately be a good solution.

    • Dev Aditya

      Thanks Sebastiaan. :)

    • Noorshabah Ramjanee

      Thanks Dev and Sebastiaan.