Forum Discussion
Repeating reports with refreshed csv files
So, typically the way that you would do this would be to create 10 folders. Each type of CSV goes into its corresponding folder. You create a Folder query which essentially brings in all of the data in the CSV files (plural) in that folder. Then, you would have your reports created such that they always display the current month's data or have a slicer that allows the customer to select the desired month. Then, you basically never have to touch the reports again.
Now, in this model, you woudl have a directory for each customer with 10 folders underneath it. If you wanted to get really fancy, you would implement RLS and then have a single report for all customers that you never have to touch again unless you bring on more customers and then it is a matter of adding them to RLS settings only.