Batch Output: delivering only specified tabs to certain recipients?
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We have a dashboard that will be used by the client and the agency that runs their search activity. The client will be able to see the entire dashboard, but is there a way to only allow the agency to see a subset of the dashboard? (i.e. just the search activity). Channel is captured in the dashboard. Ideally this can be done without having to develop another set of dashboards?
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2 Comments
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Shaji - this is a standard (Server Edition) feature of personalised batch reporting. In the Batch Control IOK file, for each recipient or group of recipients, you can specify which file tabs ( and even rows and columns within those tabs) are automatically delivered using the specified template, file security settings etc. You can test this from a Desktop Edition, however the number of different recipients is limited. Try:
File > Export > Batch export and export a configuration file to test with.
Also, we will have nested sub-tabs in version 2.8+ -
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