Report filtering

How to
#1

Hello,
we have an application for a customer, where he stores records of events made for his customers.
He wants to send an automated report of all the events for the past month (or year) to all his customers on a regular basis.
Now how can I schedule a report, that will contain data just for the specified customer ?
For simplification, let’s assume I have a “customer” table with customer_name and customer_email fields and a linked table “events” with an event_name and event_date fields.

This obviously needs some dynamic filtering based on the customer, but I could not find any option to achieve this.

Denis

#2

Hi,

It should be possible using WF with At scheduled time and Foreach loop + Create Report. Then you will send a report to each customer with their event information.

Filip

#3

Hi Filip,
yes, thank you. This works as expected. Yet there is one more setting that needs to be done if I want to send bulk emails to all the customers but with just their data - the “one record report” has to be selected in the report settings.
If not, all customers will get all data for all customers.
Denis