Emailed Reports Unique to each Assigned User

[tvittitoe]

Hello. I want to start by saying thanks for the hard work on this great software.

Our sales team has asked me if it's possible to get a daily email with the list of their assigned tasks that are past due. as well as those due in the next two days. I can set up a reports to do this for each user individually, but I was wondering if there is a better way.

[tanya]

Hello,
for now the best way is this one

[tvittitoe]

Thanks Tanya

[tvittitoe]

Is there any way to easily duplicate a report and then go in and change the assigned user filter? I have to build these for quite a few people.

[tanya]

You can create a needed report with all filters and email sending and save. After you can use Duplicate feature (next to Edit button) and change needed filters.

[tvittitoe]

Ah. Sorry. I didn't even see it there. Thanks again.