Repeating Delivery on a Report which is Filtered by $$USER.ID | Community
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H
HeatherRe
Level 3
July 7, 2017
Archived

Repeating Delivery on a Report which is Filtered by $$USER.ID

  • July 7, 2017
  • 2 replies
  • 425 views

Problem

- On a weekly basis, we 40+ users a report that is filtered by $$USER.ID.

- To get the report to display the individual users data rather than the user that setup the repeating delivery, we have to setup a repeating delivery per user so the report is delivered with the access rights of that user.

- Within each report, you can configure up to 10 repeating deliveries.

- To workaround the maximum # of repeating deliveries, Workfront Customer Care recommended that we "create" the same report 4 times in order to set up each of the repeating deliveries

- This workaround is time consuming from a maintenance perspective (i.e., one change to the report requires the same action be taken 4x; monitoring which user is on which report for the repeating delivery, etc.).

Proposed Solution(s)

- Increase the maximum # of repeating deliveries for a report

- Modify the "Deliver this report with Access Rights of" to allow $$USER.ID

2 replies

A
AshleyUp
Level 2
July 7, 2017

We also use something similar to this. It would be SO MUCH more efficient to have one report and one repeating delivery filtered by $$USER.ID than to have to create multiple repeating deliveries and reports.

A
AllieDu
Level 2
November 28, 2018

Hey all! There are 2 other threads asking for the same thing. Would be great if we can all consolidate maybe we'll get closer to the required number of votes!!

https://support.workfront.com/hc/en-us/community/posts/360009886293-ability-to-use-wild-cards-in-scheduled-report-delivery?page=1#community_comment_360002652773

https://support.workfront.com/hc/en-us/community/posts/115000864514-Enable-delivered-reports-to-contain-recipients-data?page=1#community_comment_360002652693

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