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Mike Geis Report Work Around Needed
I am not sure if this is the right location to ask this question, if it isn't let me know.
I have a report that I generate based on location. It's a small report that probably has 5 lines in it. We have approximately 55 locations. The desire is to have the report generate via location and then email to a general mailbox (from this mailbox we will sort and deliver to the 55 locations but that's not a responsibility for SalesForce to handle, that can be done with Outlook rules). The problem is, the information can't be grouped together, because person at location 1 should not be able to see information pertaining to location 44. The limitation that I am running into is that I can only schedule 3 reports a day at my account level, but even if I were to upgrade, I would still only be able to generate 24 scheduled reports a day. I am currently looking for a work around or something to accomplish my goal. Does anyone have any suggestions?
Let me understand your problem, and I will summarize the points below:-
1. You need to generate a particular report grouped by location , preferably 1 report for each location, is that what you are looking for?
2. You want the generated report to me mailed to your mail box or to specific email addresses?
Well to this end can get a custom reporting module created in salesforce based on visual force where data can be grouped and sliced in different combinations and then PDF or Excel can be generated and sent to the specific email addresses on the click of a button.
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
Similar to what Ipsita said, you can also write a client side script that logs into Salesforce as each manager, runs the report, and then pastes the report into an email.
http://sfdc-heretic.warped-minds.com/2006/04/10/progmatic-access-to-salesforcecom-reports/
Not sure you'll be able to follow the document above, but it would allow you to access the report via Salesforce. Also, if you can do it via VisualForce, then likely you can also do it via the API. Run the query, format the results, email them. So lots of options, but nothing simple.
I know this is not technically a SalesForce solution, but I just finished a SalesForce SOQL v17 compatible ODA for the Eclipse/Actuate BIRT project.
In conjunction with an iServer Express you can create a BIRT report that queries for your data, then emails the output files. The ODA (SF data connection driver) is still being tested, but should be released to Eclipse in a few weeks.
http://www.eclipse.org/birt
http://www.birt-exchange.org