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How can I create reports for different kind of users e.g. different Departments?

Hi,

how can I create dynamic / static reports for kind of different departments or sales teams? What would be the ways to distribute them? Do I have to create several Reports or is it possible to create one report with grouping or some other technique? Thank you!

2 Replies
srchilukoori
Specialist
Specialist

Hi,

You can look into the section access, loop & reduce options to accomplish this.

chinnakatikisg
Specialist
Specialist

Hey,

Please find attached advanced looping screenshots to distribute one document to different set of people as a separate document.

Hope this helps.

One document is fine. you can create multiple documents based on department and each document can be shared accordingly to those department people.

Regards,

Chinna