Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

Hi Zoho,

I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies of each other but filtered for Vendor A, Vendor B), but I’m wondering if we can streamline this by using a single template report and applying the vendor-specific filtering during the email scheduling process. This would allow us to consolidate the reports and only maintain one master report that we can filter as needed for each vendor.

For example:

  • Email Schedule Vendor A: Inventory report filtered to show only Vendor A data
  • Email Schedule Vendor B: Inventory report filtered to show only Vendor B data

Thanks for your help!
AW



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