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Dynamic Reporting Manager

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edited Oct 21, 2020 12:20PM in Configure Price Quote 2 comments

Summary

Scheduled reports needs to be send dynamically to different users with advanced conditions

Content

Hi folks,

I have made a report using the reporting manager in CPQ.

Here are a few questions/clarifications that I require on Reporting Manager.

Q1) Can we use Adv BML in the Reporting Manager?  

Q2) We want to send emails dynamically (eg. email to a specific reporting manager). Is there any possible ways to achieve this?

Q3) Can we query data table for adding additional conditions in the reporting manager?

Q4) In Scheduled reports, we saw only one email 'To' field. If I want to send a report to multiple recipients, how can we achieve it?

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