Scheduled emails with Custom Filters

One report. Every location, every period, every person.

501 saved copies of the same report → one report to build, fix and keep up to date

A report for each location. A copy for week to date, another for month to date, another for year to date. One more for each salesperson. They all show the same data, so every change means editing every copy. With Customize Filters, you keep one report and choose the filters when you schedule the email.

How it works

1 Pick the report - on the Scheduling page, click Add, choose Add Report Delivery, then select the data source and the report

2 Turn on Customize Filters - it is off by default. Set the filters for this email: any date, dimension or metric that is on the report

3 Label it and schedule it - give the email a Custom Label such as Won Deals WTD, then choose when it goes out and who receives it

4 Copy it for the next filter set - copy the email and change the filters to send the same report for MTD, YTD, Lost deals, or another location

What you get

Filter by anything on the report

Dates, dimensions and metrics that are on the report can all be filtered for the email, without touching the saved report.

Each person sees their own data

Data level security still applies. Send one email to everyone and each person only sees the data they are allowed to see.

Name it for what it shows

Use a Custom Label on the scheduling list, for example Won Deals WTD, Won Deals MTD and Won Deals YTD, instead of three copies of the same report name.

Make the email personal

Put a filter value in the email body with its name in {[ ]}. For example, Hi Bob, check out {[Deal Author]}'s sales fills in the Deal Author filter value.

Before and after

Without Customize Filters	With Customize Filters
Won Deals - Location 1 - WTD Won Deals - Location 1 - MTD Won Deals - Location 1 - YTD Won Deals - Location 2 - WTD ...and dozens more, one for every location, period and salesperson	One report: Won Deals Scheduled emails from that report, each with its own filters and Custom Label: Won Deals WTD, Won Deals MTD, Won Deals YTD Fix the report once and every email gets the fix

Tip: select the data source and the report first, then turn on Customize Filters. The filters come from the report you chose.

Ready to set one up? Follow the steps in Scheduling Report Emails.