Recently I came across this request from a client.
They had a dashboard request that displayed the Employee name and their corresponding revenue numbers. Now they wanted to be able to click on the name of an employee and send an email to him directly from the report. Basically, clicking on the name should open up an outlook window (or the default Email client) with the address field populated with the employees email id like emp@company.com.
Let us see how we can implement this.
First let me create a simple request consisting of two columns, the Employee name and the Revenue measure.
Now Edit the column formula for Employee Name column and enter the following:
CONCAT(“D5 Employee”.”E01 Employee Name”, ‘@company.com’)
This will concatenate the Employee name with the text @company.com
Now in the column properties for Employee Name column, go to the Data Format tab and select Mail-to address in the drop down list for Treat text as selection.
Now when you run the report it should look something like this:
Now when you click on any name in the Employee column it should open up an outlook window with the address of the corresponding employee in the To field.
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