Send Scheduled Reports as Attachments

You can schedule matrix and model reports as Excel attachments in email notifications. Recipients can then download the attached report from their email notifications. Optionally, you can enforce password protection on the schedule. Users then need to enter that password to download the attachment. If you enforce password protection at the instance level, then the

Password Protect

field displays as required. In case you enforce password protection later, then all prior schedules that you created without a password, fail. You then need to update your schedules.

You can:

Schedule report distribution based on the sender’s or recipient’s data access.
Schedule and distribute one report to multiple users using recipient’s data access. Each recipient receives their own slice of the report based on their access.
Distribute reports based on specific parameters or dimensions.
Example: You create a repeating report where you organize data using levels as sheet tabs. You also ensure that the report recipients have access to the data you intend for them to see. Next, you schedule to distribute this report based on the recipient’s access. In this case, each recipient only sees data for the level or sheet tab that they have access to.