Q: Wow!
These tools are getting closer and closer to the sweet spot. Here is my use case. I need to send a royalty report to authors and artists each month. The data is in Excel. I would like to be able to either send them a PDF REPORT, or make their exclusive data available in HTML behind a login.
Is this some thing that can be done via your App?
How many users would this require. Let’s say that I have to produce 300 reports.
Thanks
Anais-Grist
May 15, 2024A: You can do this with as few as one paid seat and Grist's access rules built around link keys.
Access rules make it possible to determine who can see which parts of your data down to each column and row. Link keys are special URL parameters that tell Grist which parts of the data to show when opening a URL using that link key. So you would have a unique link key for each artist. The links would be generated and stored within Grist, too.
You can see a simple example that makes use of link keys, here: https://support.getgrist.com/examples/2021-04-link-keys/
A printable report is also possible with custom widgets. A custom widget can read your data then organize it in a templated PDF which you can export using Print > Save As PDF, or print!
We have an example of a similar use case. Our invoicing template has a custom widget which builds an invoice in Grist.
You may view the template here: https://templates.getgrist.com/9NH6D58FmxwP/Invoicing
And learn how to modify the custom widget here: https://support.getgrist.com/examples/2020-08-invoices/
We'd be happy to work with you on getting it just right. 🙂