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Hi ,
i have a situation where i need to send reports to a manager and his salesmen.
There is 100 salesmen reporting the manager i have to send report to all of them including manager.
but everyone get their data only except manager.
i have created one report based on salesman level.
i need to schedule reports to every salesmen, every week.
Any suggestions to solve this without using section access?
You can do it by using filter for every salesman.
If you want to make it dynamic you can import salesman name , mail, and filter like this Filter_Field={Value} and map it in NPrinting. Add the salesaman to your taks and it will apply the filtwers according to the salesman. And for manager you can use the filter with blank value Filter_Field={}.
you can use recipient filter to achieve it.
Just create two different types of filters, one for salesman and one for sales manager.
You can do it by using filter for every salesman.
If you want to make it dynamic you can import salesman name , mail, and filter like this Filter_Field={Value} and map it in NPrinting. Add the salesaman to your taks and it will apply the filtwers according to the salesman. And for manager you can use the filter with blank value Filter_Field={}.
thank you guys,