We use the financial report builder to send out monthly budget vs actual reports to our various teams and we use the report scheduler to help with that. It's been nothing but problems and we've encountered a new one that I'm trying to find a way around. We use the report scheduler to send a link to the report in NS and then an Excel file. The Excel file is not using the filters set in the report (because of course not) and only uses the filters set on the report scheduler. BUT we use custom segments in the report that the scheduler will not allow us to use. Has anyone had any luck with finding a way to attach the report results exported to Excel via any other method?

@Becca A you could always look to a partner solution. My friends at Solution 7 have an app that will do this all in Excel.