You want to email a report to each sales rep individually, showing just data related to them, so, running a report with a specific parameter value.
Mass delivery of type custom using B1P&D.
First, you need to define a mass delivery configuration that selects out the SlpCode. You also need to define the DocKey in the DI and you can define any form type (in this case I have taken the formtype of the sales employee screen) as this is not going to be used:
SQL: SELECT SlpCode, SlpName AS 'Employee name', Email FROM OSLP WHERE SlpCode <> -1
Next you need to define a Crystal report definition:
You need to create your own report that will populate with data based on the SlpCode of the sales employee.
You need to define a report action of type email that will be used for the delivery:
You can get the email address from the sales employee using the SQL:
SQL:SELECT Email FROM OSLP WHERE SlpCode = DocKey@
Finally, you need to define the report configuration that ties it all together:
Now you can run the mass delivery and if everything is set up correctly you will get a list of sales employees:
Mark the once you want to send the report to and press "OK":
Now you can set it up as a schedule so that it will be delivered automatically.
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