Sorry about the lengthy description....I appreciate your patience.
Hi I am new to setting up Snapshot Reports in CRM. Recently I was trying to create and email a snapshot report for another user in our system to some email subscribers. Basically what I want is when the snapshot runs, itshould run as a end user with their data visibility and not as my (admin) data visibility and send the snapshot via email. Please note: the end user's does not have access to the Report Manager. Hence I am setting the email subscription for the participants with the Email Schedule option set to.. 'When the data is refreshed, send email' and Delivey Mode as 'PDF'.
After creating the snapshot report, I went into the Report Manager and checked the Datasource details for the Snapshot report. The reportmanager initially shows my systemuserID for the data filtration. But I was able to set it to the actual user's systemUserID.
When the snapshot runs, I notice a snapshot report created in the Report History tab and a email is sent. When I open the PDF attachment, the reports still shows as it has been prepared by me and all the data that I have access to. It did not seem to limit
the data based on the actual user whose ID was set on the datasource tab.
Can someone please suggest if I am missing something?