Guide - Sending reports to specific sales employees

Scenario:
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.

Solution: 
Mass delivery of type custom using B1P&D.

Setup:
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.