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Schedule/Email Reports Running User as a Variable

Reports & Dashboards

When scheduling reports, you must pick a "Running User."  However, if your report's View is set to "My Team's Opportunities" and you want to schedule this report to run to your Sales Managers, the report that is emailed out is the team of the Running User instead of the team of the Viewing User.  

If we could set the "Running User" to be the "Viewing" or "Receiving" user, the behavior would work like when that Manager clicks on the URL in the Public Reports folder to that report and they would only see their team instead of the global sales team that the scheduled "Running User."

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Latest Comment from Salesforce

  • Claudio Castro - 1 year ago

    Update: It is on our roadmap and we are hoping to work on it in the next 2-3 releases. Thanks for the patience everyone!
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