| T O P I C R E V I E W |
| naseer78 |
Posted - 07/23/2009 : 06:00:26
I have a dimension of Sales Associates in which they have name also and I want to email all my sales associates their performance report.
Problem I want to email to my sales associates only their specific figure not email the whole report. I have more than 20 Sales Associates. How I make this automated.
Thanks in Advance.
Naseer Ahmed |
| 3 L A T E S T R E P L I E S (Newest First) |
| admin |
Posted - 07/24/2009 : 21:57:39
First, create ReportPortal users for each sales associate without giving your users the user id and password to the application.
Second, create a subscription for the report using SSAS security and using User Filter Value feature approach.
Each user will regularly receive the email with customized figures without having to login to the application. |
| naseer78 |
Posted - 07/24/2009 : 19:58:38
Typing mistake I have 70 sales associates. I dont want to give them access on report portal. Is this any way that automatically send email to my 70 sales associates, not email the whole report only thier figures.
Thanks and regards in advance.
Naseer Ahmed |
| admin |
Posted - 07/23/2009 : 13:33:45
Assuming you are using OLAP report, there are two ways of doing this: using SSAS security and using User Filter Value feature.
When using User Filter Value feature:
1) Create User Filter Value definition (Admin > User Filter Value)
2) Specify what the value is for each user (Admin > User > User Filter Value tab). This can also be done on role level.
3) Make sure your report has “Sales Associates” dimension in filters
4) Open Subscription dialog and click on the Filters tab, select the User Filter Value for the filter and click update.
http://www.reportportal.com/help/admin/filterDef.htm
When using SSAS security, use BIDS or SQL Server Management Studio to give every person the specific member access for your “Sales Associates” dimension. This might require you to create SSAS role for each user. More information about SSAS security can be found here:
http://www.reportportal.com/help/design/security.htm
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