Internal Report Building

is it possible to create a report with Internal Report Builder that I can select the customer at runtime and it will populate all the fields accordingly. ? I did a report for a customer who like it but I had to make it specific for that customer. If i change the blocks to all customers i’m not sure what that would do to the report. OR should the Executive Report Builder be used for this purpose and does it have all same blocks as internal?

Hey Frank,

The Internal Report Builder is designed for internal use only. You want to check out the Executive Summary Report Builder. This is that report’s exact purpose. Make a template, schedule the report against any number of customers, and they’ll be sent the templated report with only their data present.

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