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Sergio3
Partner - Contributor III
Partner - Contributor III

Filter depending on user name in task.

Hi all!

I have some practice question.

Case example:

I need to send reports by e-mail.

I have 150 stores with it own e-mail address.

I need to send report to each store with filtering by store name. ( like store1@mail.com, filter - store1...)

How can i do dependency between user name/e-mail in task and filter in report?

Or i need to create 150 tasks manually?

Thank you!

Labels (1)
1 Solution

Accepted Solutions
Natalija
Partner - Creator
Partner - Creator

Hi,

Which version of NP you are using? If NP 17 or higher, then you will have to create Import Task with NP native Excel file (the one with 3 sheets: FILTERS/USERS/GROUPS)

Once you are done It will look something like this under Filter Sheet:

Name will be your store e-mail address and Values will be your store names, then you can cycle report on Store Names field.

 

recipientsNP.png

Hope this helps,

Natalija

View solution in original post

2 Replies
Natalija
Partner - Creator
Partner - Creator

Hi,

Which version of NP you are using? If NP 17 or higher, then you will have to create Import Task with NP native Excel file (the one with 3 sheets: FILTERS/USERS/GROUPS)

Once you are done It will look something like this under Filter Sheet:

Name will be your store e-mail address and Values will be your store names, then you can cycle report on Store Names field.

 

recipientsNP.png

Hope this helps,

Natalija

Sergio3
Partner - Contributor III
Partner - Contributor III
Author

Thank u so much!

I will try.