We have an SSRS report that needs to be sent to users based on the e-mail address in the report. The catch is that each user should only be able to see their own records. For example, a report has 10 total records with 4 of them for John Smith and 6 of them for Jane Smith. The subscription should e-mail John only his 4 records and Jane should only receive her 6 records. The options in the subscriptions page do not seem to accommodate this but I wanted to make sure.
The report itself contains the e-mail address of the recipients.
We are using version 13.0.5850.14
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Hello Stack Overflow community,
I am trying to send an email from Tableau, but I can't figure it out how to split the body of the email into multiple rows.
I have three fields: , and .
The email must be structured in this way:
with $ in total revenue in the last 7 days
with $ in total revenue in the last 7 days
with $ in total revenue in the last 7 days
I've created the following URL action : mailto:XYZ?Business&body= with total <SUM(Revenue)> revenue in the last 7 days
When selecting multiple sellers at the same time, I get this:
"Seller A-Seller B-Seller C - with total $15 946-$3 412-$31 505 PD-PD-PA revenue in the last 7 days".
Do you know how (if possible) to split that text in multiple lines?
And if so, how can I send the email automatically, without having to manually click on the seller's name?
Sorry for the silly question, I am relatively new to Tableau.
Many thanks!
It used to be possible to send a formatted email from Tableau. However, I believe this was made not possible as a security precaution back in 2020.
I haven't tried in later versions of Tableau to know if it's possible again.
I have fields for customer names, customer account numbers, date of previous orders, and order values. I want an alert to show which customers have ordered at least three times over the reporting period. We can have more than one invoice for a given delivery. The main report looks like:
Account Number Acct Name Order Date Order Total
1001 Fred Smith 1/2/2016 £1.06
1001 Fred Smith 1/2/2016 £2.34
1001 Fred Smith 8/2/2016 £5.42
2001 Aled Jones 1/2/2016 £2.90
2001 Aled Jones 8/2/2016 £3.45
I've tried concatenating the account number and order date in a column via function and running an alert based on its distinct count. (After converting the date to a string.) But it still doesn't generate a list of distinct items.
What I currently have in the final column is a function that concatenates the date and account number to give a unique field with {ORDR.CardCode} + Cstr({ORDR.DocDate}) - Which returns:
1001 1/2/2016
1001 1/2/2016
1001 8/2/2016
2001 1/2/2016
2001 8/2/2016
I want to generate alert based on this field via the distinct count function and a report of any customer who ordered at least twice in the report period.
DistinctCount ({#Concat code and date}) >2
Even after this I still don't get what I need. How can I get a list of every customer who has ordered in the report period for at least two times?
You have travelled half way... to achive continue from here.
USe the created formula {ORDR.CardCode} + Cstr({ORDR.DocDate}) to create a group.
place same formula in details and take count of the records in group footer
Now create a alert on group footer summation to get the desired result
Edit........
Since you need customer then add customer in concat fornula and then create group.
acctnamr+{ORDR.CardCode} + Cstr({ORDR.DocDate})
Now place the customer name in group header and follow process as explained above
I am running Crystal Reports version XI. I have a table "PatientRecords", which has the following columns name, dob, health programs, address etc. I want to return all the patient's names where health programs they only have APS or they have APS and TCS. A patient may appear multiple times in the table with different health programs. All the possible health programs are APS, TCS, SELF and/or SPARK.
In crystal reports record formula, i tried to type:
{PatientRecords.coverage} = "APS" or
({PatientRecords.coverage} = "APS" and {PatientRecords.coverage}="TCS")
This gives me only people with APS only programs but it doesn't return any patients that have both APS and TCS. How do I get Crystal Reports to return the correct data?
Sample data:
John Smith, 03-21-1976, APS, 123 Test Way, Visit 1
Jane Murai, 02-15-1965, TCS, 2312 Apple Way, Visit 1
Richard Sams, 05-30-1985, APS, 33 Bans Way, Visit 1
John Smith, 03-21-1976, TCS, 123 Test Way, Visit 2
Jane Murai, 02-15-1965, APS, 2312 Apple Way, Visit 2
So each patient visit is a record and each record can have different coverages, either APS, TCS, SELF or SPARK. So a person can appear MULTIPLE times, but with different coverages.
the issue there is that APS and TCS are contained under the same field, so the only thing you have to do is change your search criteria to {PatientRecords.coverage} = "APS" or {PatientRecords.coverage}="TCS" so it will return both records
{PatientRecords.coverage} in ["APS","TCS"]
I am quite new to cross tab type reports in crystal report and I want to show multiple users multiple details.
So that I have columns as username and row containing details of the same.
Like:
User1 User2 User3 User4 User5
Details1: aaa bbb ccc dddd eeee
Details2: 123 345 534 566 87667
Details3: geg dhrth htrhytr ghdf ytryr
But I am unable to get the interface as total, subtotal summary etc fields are quite confusing.
Also I am not interested in grouping my rows on the basis of one field and then showing details in it.
Create a cross tab report and in Row area you put Your details and in column are you put your user, and don't forgot to put the Summarized fields. It works fine. No need to do any coding all the things should manage from your stored procedure.
My use case is similar to sending payslips.
That is, Jasper report should be scheduled in such a way that at the end of every month, it runs and sends payslips to different email ids based on the employee ids.
i.e, How can I make the JR server understand that send "abc" report to "abc#somedomain.com" and "pqr" report to "pqr#somedomain.com" where abc has employeeid as 123 and pqr has employeeid 456? How would I do this?
I can pass on few inputs which might be helpful:
Design your report with input parameters accepting employeeId as input. Jasper Server has EmailNotifications options where you can pass on the email-ids.
Schedule your report using Rest-API's of Jasper Server. You can find my comment over here Jasper Report with RestAPI