Reporting: Loop through users — run as user

Summary:

Adds an option to send a scheduled report as each recipient. The run context switches per recipient. Each email is generated using that user’s permissions, variables, and row-level security.

Who it’s for:

Admins and builders who schedule the same report to many users but need user-scoped data without cloning schedules.

What changes in UI:

• New checkbox under Recipients: Run as each recipient

  • Small (i) opens help.

  • Checkbox is disabled if any recipient email is outside the tenant.

• Form warning when non-tenant emails are present.

How it works:

• One schedule fans out into a report execution, for each user.

• For each recipient user, the job:

  1. Impersonates user

  2. Runs report and actions with Current User context

  3. Sends email to user

• Actions and expressions can reference Current User (e.g., chart title, filters).

Action example:

Use the action block: Get → Current User → Email
Common uses:

• Set chart title: concat('Weekly Sales — ', current_user_email())

• Filter by region from user attribute

• Pick theme or locale per user

Validation:

• If the recipient list includes any external email:

  • Show inline error and disable Run as each recipient.

• If a recipient account is inactive:

  • Skip that user and flag in schedule log.

Limits:

• Max recipients per fan-out: 500 per schedule run.

• Total runtime caps match standard schedule limits.

• Attachments and formats are the same as normal schedules.

Security notes:

• Uses the same RLS, permissions, and variable values the user has in the workspace.

• No elevation. If a user cannot view a sheet, the section is omitted or rendered empty per current behavior.

Setup steps:

1. Open New Schedule.

2. Add recipients (tenant users only).

3. Tick Run as each recipient.

4. Fill Subject and Body.

5. Add attachments and set Frequencies.

6. Save.