šŸ“Š Step-by-Step Guide + Video to Automate Your Report Distribution

Just saw this! Really helpful

So if you utilize the report binder within workflow, does it apply the security settings to the report binder content?

Thanks for the info! This worked!

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Thank you so much for the info!

very helpful! Thank you!

Thanks for the info!

Thank you for this tip!

This is great info, thank you

This is great info, thank you

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About to start using report binders so really useful information.

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These have worked great, been testing them out. Now to make them beneficial!

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Great video. The step by step video shows how easy to setup and use.

Great guide with detailed step-by-step information! Gave me a lot of ideas to improve our reports.

It works great if you have a single member combination. If there are multiple member combination then it fails

I love using Report Distribution the only thing I would love to see more is distributing the reports in Non Prophix Users.

@ali.arsalan.1, this is a supported feature within Prophix already. You can do this by configuring a Prophix user with the email address of the recipients, but donā€™t assign them a license. By not assigning them a license they canā€™t log into Prophix and donā€™t count as a licensed user. You must give this binder-only user sufficient security permissions to view the data being distributed in the report binders.

Now you can add this binder-only user to the binders they need.

Hope this helps!

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Very true @bob.smiley, I was wondering if we can just type email directly rather than creating user, as it requires maintenance due to Audit reasons as well as it gives Auditor a point by keeping user which does not use Prophix[Even though they cannot login].

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Iā€™m so glad I found this thread! As a new user, I needed some guidance on creating report binders.

Automated report distribution is, in fact, a turning point for optimizing workflows and improving efficiency in any organization.

Thanks for the info! Interesting content.