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Scheduling one report to multiple users.

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charlie
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PostPosted: Wed Aug 08, 2018 10:10 am 
Post subject: Re: Scheduling one report to multiple users.

That worked almost the way I wanted. In Test mode, it sent me a flurry of emails; each email with a report attached for one team. What I really want is one email with one report containing all the teams I am authorized to see. One way that comes to mind to make this happen is if there was someplace in the publication workflow to enter a subquery, but so far I don't see that.
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hilfy
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PostPosted: Wed Aug 08, 2018 11:32 am 
Post subject: Re: Scheduling one report to multiple users.

I don't have access to the screens right now, but toward the bottom of the links on the left when you're configuring a publication there's one that contains options for how to manage the output. I believe there is an option in there that will send just one report to users who have multiple teams.

-Dell

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charlie
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PostPosted: Wed Aug 08, 2018 12:30 pm 
Post subject: Re: Scheduling one report to multiple users.

I think you are referring to Merge under Advanced Properties? I'm trying to get that to run as we speak.
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charlie
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Location: Woodinville, WA USA


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PostPosted: Fri Aug 10, 2018 2:23 pm 
Post subject: Re: Scheduling one report to multiple users.

Well, that wasn't the solution (I still get one team per Email), so I've simplified the publication in the hope that either someone can spot where I've gone wrong, or tell me it's just not possible.

I have a source WebI document with 2 columns: Team and Team Member. There are from 1 to 50 rows for each team, and the report is sorted by team.

There is a WebI doc with 2 columns: Authorized Team and Email. This is used for the Source for Dynamic Recipients. It is sorted by Authorized Team, so there are multiple rows for each team, each with a different email address.

Personalization is set up using Local Profiles. Report Field = Team, Enterprise Recipient mapping = Not specified, Dynamic Recipient Mapping = Authorized Team. I don't believe Global Profiles is needed, but it is set to the Group containing the Dynamic recipients just in case.

Formats is set to Excel
Destinations is Email, Deliver objects to each user is checked.
No Prompts
Delivery Rules = If scheduled content contains data
Advanced: Profile Resulution = Merge, Report Burstinf = One database fetch for all recipients
Test Mode: Dynamic Recipients
Recipient Identifier = Authorized Team, Email = eMail
Available: I chose 2 teams from the list.

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