Filter by a field and create seperate report

Hi all,

I have a data in excel with 30 columns one of them is salesperson and region. I want to create a dynamic filter by salesperson name and base on this generate seperate report for each of salesperson name and send the email to them automatically.

On the top of that, i would like to depend on the region field to filter seperate report by region and send to manager (a region have many salesperson)

I found some batch macro in the forum and tested them out but they dont work as I want... i think because the macro works differently when i use input from an excel file?

Can anyone advise if it can be achieve and how to do it? Very appreciate your help

Reporting

Batch Macro

Accepted answers

All comments

jarrod

for the reports, use the group functions - it will pass through the values in the output:

then you can create a lookup table off to the side of which user get's which reports. you'll likely need a separate stream for the users and managers since those will be rolled up at different levels of granularity.

gin_nguyen

So you mean i dont need to use a macro batch filter to filter the name and create report seperately? I think the macro batch would work better. I tried the report and group be the salesperson but it will have all the person there. How can i send each salesperson report to his/her individual name?

Quick Links

This months top contributors

atcodedog05 19458

Qiu 15866

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703