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Burst report to managers

Started by mshparber, 31 May 2015 05:01:44 AM

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mshparber

Hello friends,

After looking at 2 pages of Google search results and post in this forum - I am still missing something and need your help.

I need to burst a report containing a list of sales by Region, Country, and Sales Person. It is a simple business hiearchy: each Region has several Countries and each Country has several Sales People.

I need every Sales Person to get his/her own data, each Country Manager - to get data only for that Country, and each Regional Manager - to get the report with the data for that Region.

I need each manager to get ONLY ONE report, including all relevant data, not multiple reports for every Sales Person.
I do have everybody's email in my query - 3 columns: Regional Manager's email, Country Manager's email and Sales Person's email. I did manage to burst every one's report to their manager also, it is the "ONLY ONE" report requirement I am struggling with.

Any help is very appreciated
Thank you
Michael Shparber

Michael75

Hello Michael,

I think you already have almost everything you need. IMHO you should add a Value Prompt to your report, which you might call 'Level', and which has three static choices: Region, Country and Sales Person.

Next, you need to create three views of your report, let's say Sales Report xyz by Region, Sales Report xyz by Country and Sales Report xyz by Sales Person, in each of which you set the appropriate prompt value.

And finally, in your report, you need to have logic to dynamically set your burst key so that, depending on the value of the Level parameter, it picks up the appropriate email address from your query.

Would this work for you?