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EricMa
Level 4
August 25, 2017
New

Enable delivered reports to contain recipients' data

  • August 25, 2017
  • 2 replies
  • 443 views

We use Workfront to distribute project and task reports to our project managers. However, it currently isn't possible to build a single report that emails a report containing Project Manager A's projects to Project Manager A, a report containing Project Manager B's projects to Project Manager B, and so on.

We are reduced to sending a single report that contains EVERYONE's project data, or else building a separate report for each person. Once the distribution group gets large enough, neither approach is workable.

Ideally, you could set this using the field "Deliver this report with the Access Rights of:" that is available when setting up a Report Delivery. The report creator could have an option to select "Recipient," or perhaps use a wildcard ("$$RECIPIENT") to indicate that the report should be run using the report recipient's data.

    2 replies

    K
    KenAy
    Level 2
    May 3, 2018

    Or what about disabling the attachment forcing the user to click the link which will display the filtered objects?

    A
    AllieDu
    Level 2
    November 28, 2018

    Here is another idea in the exchange asking for a similar thing with more votes -- if you guys want to vote there too! https://support.workfront.com/hc/en-us/community/posts/360009886293-ability-to-use-wild-cards-in-scheduled-report-delivery

    Update -- I found another one!

    https://support.workfront.com/hc/en-us/community/posts/115000519034-Repeating-Delivery-on-a-Report-which-is-Filtered-by-USER-ID?page=1#community_comment_360002643494

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