Tailoring Report Data Per Sales Rep
Hi,
We have a database that holds information on quotes and sales.
I wish to create a report that will alert sales reps when their quotes are due to expire. So far I have done the following query:
SELECT a.QUOTATIONID AS [Quotation ID],
a.QUOTATIONNAME AS [Reference],
a.CREATEDDATE AS [Quotation Date],
a.QUOTATIONEXPIRYDATE AS [Valid Until],
a.SALESGROUP AS [Sales Manager],
b.EMPLID AS [Sales Rep Employee ID],
b.NAME AS [Sales Rep],
b.EMAIL AS [Email]
FROM SALESQUOTATIONTABLE a
INNER JOIN EMPLTABLE b ON a.SALESTAKER = b.EMPLID
WHERE a.QUOTATIONEXPIRYDATE BETWEEN DATEADD(DAY, 6, GETDATE()) AND DATEADD(DAY, 14, GETDATE())
This brings back all the data I need. I could now put it into a SSRS report which will run each Monday morning and email oout to all sales reps in XLS format. Id like to make it a little cleverer though. What I want to do is to run the report each Monday
morning, group the data by sales rep and email it out in XLS format to only the relevant sales reps and have it only contain data for that particular rep. Is this possible? If so how do I do this?
Cheers
Paul
Follow steps as below
1. use the above query to build a dataset
2. Use dataset within your SSRS report
3. Add a grouping and filter on sales rep in your report
4. set up a data driven subscription as explained here to render report automatically each Monday. Pass list of sales reps to report parameter through a dataset
http://beyondrelational.com/modules/2/blogs/101/posts/13460/ssrs-60-steps-to-implement-a-data-driven-subscription.aspx
Please Mark This As Answer if it helps to solve the issue Visakh ---------------------------- http://visakhm.blogspot.com/ https://www.facebook.com/VmBlogs
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