myDBR Forums » General discussion

Scheduling Mail

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  1. Dev, Member

    Hi,

    I am having some trouble with scheduling report emails.

    I want to send weekly, daily, or monthly reports to my customers. The reports are automatically filtered based on the tenant using our authentication system, so each customer only sees their own data. Customers can also select a date range using parameters.

    What I need help with is:
    How can I set up scheduled emails that automatically send reports with a daily or monthly date range to recipients based on their tenant?

    Thank you,
    Shiva S

  2. myDBR Team, Key Master

    What exactly is the problem you are facing?

    --
    myDBR Team

  3. Dev, Member

    I am encountering an issue with scheduling tasks for reports, specifically email reports.

    Let's say the report has three parameters: Tenant, Start Date, and End Date.

    We want these reports to be emailed weekly (e.g., from 2025-01-01 to 2025-01-07), filtered by tenant, and sent to the corresponding tenant’s email address.

    In our software, we've integrated MyDBR, and tenant filtering happens automatically based on the login. For example, when a client logs in at http://www.ourproduct.com/abc1client, their data is automatically filtered, and emails are sent to abc1.client@ourproduct.com.

    When a tenant like abc1client logs in, they only see their own data—not data from other tenants. They can set the date range and view their specific results.

    What we are trying to achieve is a scheduled task (email report) that works in the same way—automatically filtering the data by tenant and sending the report to the respective tenant’s email address, using our RBAC setup.

    I am seeking help on how to accomplish this using any existing methods or documentation available in MyDBR.

  4. myDBR Team, Key Master

    As the scheduled report is anonymous (not run by user), you need to select those tenant you wish to send the report to in the scheduled report. Call the mailing report with the tenant's ID (email or other ID).

    --
    myDBR Team


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