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Hi Guys!  We have one main sales report that we would like to send to all sales reps as a CSV, but we only want them to see their own customers data. Management wants to continue to be able to see all customers in the netsuite browser. How do we set this up?

Add a filter to the saved search of sales rep is Mine
Then send email and add recipients from results field is sales rep

Then duplicate the saved search and remove the sales rep criteria and add the list of managers to the recipients

sorry i should have mentioned its a scheduled report we are working with - trying to automate it

If you want to schedule it as an email with attachment, then you could use the Recipients from results Tab and set it to Sales Rep if it is in the results. Then they get just a csv of their data separated out. It has worked well in the past for me.