I am trying to figure out the best way to:
1.standardize a report that will be utilized to email out data to different clients and I do not wish client A’s information to be emailed to client b etc. So I need to be able to set subscriptions possibly based on the clients id as well as load the emails for that client.
2.I need to roll up data that is out the daily level to weekly monthly and yearly.
Thanks so much!