Hi #C29J1BPM3, I got a requirement from the Clients. There is a saved Custom Balance Sheet Report. For every month, an email needs to be sent based on each subsidiary with details. Is there a way to do this? I have tried this by using the schedule option, but it is sending a single email, but actually they want it based on each subsidiary.

create a version that is filtered to the sub for each sub and set it on a schedule.

If you’re trying to send a consolidated balance sheet and all subsidiaries receive the same report you can drill down by subsidiary context and set for current month in the reporting period. If you need to restrict visibility by subsidiary to be sent to that specific sub you can use role restrictions in the report preference settings potentially.

Thank you for the response. I'm not using the consolidated balance sheet. We have a filter based on the subsidiary. However, we need to send an email to the clients with the report details for each subsidiary, rather than the consolidated one. Example: There is a custom Balance Sheet. There are 3 subsidiaries. While sending an email, the email will send like with all the subsidiaries, but actually, we need a separate email based on the subsidiary. In this case, there are 3 emails that need to be sent. 1 for Sub A. 2 one for Sub B. 3 one Sub C.