Scheduled Reports Now Filtered by Recipient

Dashboard

What's New?

Scheduled reports filtered by Logged In User or Logged In User's Group now deliver a personalized version of the report to each recipient, scoped to their own data. Each PDF displays the relevant user or group, and only users with dashboard access are available as recipients.

Why Does It Matter?

Each recipient now sees only their own data rather than a single static report shared across the team. A single scheduled report can serve an entire team without manual filtering, and access controls are automatically enforced by excluding recipients who lack dashboard access.

How Do I Enable This?

Available by default.