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emailing reports

Former Member
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Post Author: shorttn

CA Forum: General

I would like to run a single report in which a different email is sent to each user depending on the field. Thus, if a field has "Joe", "fred", and "betty", then the appropriate report would be sent to each user. Each report would be constrained based on the user. any help appreciated. Can this be done in BO at all? Or am I looking in the wrong place?

Thanks,

Noel

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Answers (2)

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Former Member
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Post Author: David B

CA Forum: General

This would be easy to do in Visual Basic, and in fact I do it there myself. But rather than trying to build that functionality into CR, VB itself looks at the database, uses the Report Viewer control to display and generate a disc file version of the report, and then addresses and attaches the result to the proper people via a COM link to Outlook. You can also send e-mail directly out of VB without the need for Outlook if you send through an SMTP mail server. Microsoft Collaborative Data Objects makes this possible.If you're just trying to have CR perform mailing list functions for you, I can't be of help there.

Former Member
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Post Author: Amir

CA Forum: General

What I'm suggesting will work under this scenario:

You need to email reports to user's that will only view data pertainnig to them (row level security) in an intranet environment.

To accomplsh this you need to write a report off Business Views so that you can setup security. Afterwards you schedule the report on behalf of your users (a group may be used as well) on Server (BO XI), then everytime the report is run succesfully you broadcast an email to your users containing the report link using opendocument method with sInstance=User parameter value, I think it will work.

Amir