Wednesday, February 8, 2012

Scheduling Reports to an Individual User

Today I was trying to set a scheduled report to send to a specific user in my company.  That user has access to the report folder where this report resides. But... the user wasn't available to send a scheduled report.

Then I had a psychedelic flashback to about 2 years ago, and for just about 60 seconds, thought I was having a "deja vu" moment... 

Back then I discovered that for some reason, SFDC doesn't "see" the individual users that have access to the folder, it only sees the public groups. I personally feel this is something that needs to be adjusted, and apparently I'm not the only one, since this idea has quite a few votes.

The idea is here: vote on it! 

While we wait for them to correct this little bug, here is the work around I employ, it's a bit convoluted but it gets the job done. 

  1. Create a public group consisting of the single user to which the scheduled report should be emailed.
  2. Edit the report folder to allow access to that new public group (of one single user, or you can put in multiple users if needed).
  3. Set the scheduled report to run and email to that new public group.
TADA! You've got a scheduled report being emailed to the single user that needs that report.

Now you just have to maintain the multitude of personal groups that are "individuals". I'm really hoping that we can rally the users to vote this idea up enough to get it into a release soon... again - The idea is here: vote on it! 



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