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 Email Subscription New Functionality

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  • TBMStudio
Dawn Kassube's profile image
Dawn Kassube posted Tue August 06, 2024 12:31 PM

Hello,

I was just testing the new Email Subscription functionality and discovered you cannot save with a Users Filters.   I received the email at the correct time, clicked the View Report button, was sent to the report, but with the last filters I had applied.  Am I doing something incorrectly? 

Thank you,


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Ed Hayman's profile image
Ed Hayman  Best Answer

@Dawn Kassube  The initial r12.11.7/c2.7 release of Email Subscriptions for report studio reports will only use the default report view.  In upcoming releases (Oct 11 and Nov 22), email subscriptions will support simplified PDF report attachments, and filtered views of the report. The goal is to be able to setup a recurring email subscription with multi-filtered views.  For example, a Budget Variance report emailed to each Cost Center owner filtered for his/her cost center. 

 


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Varad Rajeev Muthal's profile image
Varad Rajeev Muthal

Hello @Dawn Kassube, I acknowledge your query and will get back to you with the answer.

Regards,
Varad


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Dawn Kassube's profile image
Dawn Kassube

Hello Ed,

@Ed Hayman  I retested today and the filters still are not saved with the email subscription.  Is there a different process to schedule a filtered report on a monthly basis?

Thank you for all your assistance.

RASHMI RAGHAVA's profile image
RASHMI RAGHAVA

@Dawn Kassube We do not support filters yet in the new Email Subscription functionality. We will be releasing it in Q1 2025.

Dawn Kassube's profile image
Dawn Kassube

Thank you for your response.  I will be anxiously awaiting this fix.