I have a custom object Settlements__c and I am using "Scheduled Future Runs" to automatically send a report on the 15th every month. The problem I have is that all users are displayed in the report and I want the users to see reports for the records they own, not other user records. I don't want to create a report for each user because I know there is a 200 "All Scheduled Job" limit for sending reports.
Is there another another method to send reports without creating a report for each user? can I use Workflow with Email Alerts or Process Builder to accomplish this?
Regards,
7 answers
Hi Forrest,
It is possible to send a report via workflow rule/process builder through an email alert. You would need to create an email template and embed a link to the report and since you want the report to be dynamic based on the user you would have to change the Show criteria to "My Settlements."
This link will take the person directly to the report and will only show records they own since the filer is "My Settlements." However, this means everyone getting the report will need access to the report otherwise they will get either insufficent privledges or be told it doesn't exist.
The other tricky part is determining how to setup the workflow rule/process that will trigger the email alert.
For what you want/need to do using the "Schedule Future Runs" function won't work unless you created a report for each individual as the "Schedule Future Runs" requires a "Run As" value.
