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Scheduled Reports with attachments
I was able to get the Beta version of csv attachments added to my instance. However, it doesn't seem to work with PDPs enabled. Once I set the PDP up the user doesn't receive the attachment or an image in the body of the email. They only receive a default image (below/attached). If they have an Admin license they will…
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Drill Down with different datasets
I know there are some threads around this but none of them seem to touch on the issue I'm having. I have the top card built off Dataset A with columns for Regional Manager, District Manager and Locations. Dataset A summarizes different revenue streams for each location. The card is subtotaled by Regional Manager then has…
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Folder Permissions
I'm trying to connect to an excel file via Workbench 5 to a folder in my company's share drive and right now I have Read Access granted for that specific path. I'm getting a response of No Source File. If I move that file to a different location I am able to bring it in no problem. What level of folder permission do I need…