---
title: Simple Burst
slug: reports/simple-burst
description: Run simple report bursts in Unaric Reports to deliver personalized documents to multiple recipients automatically.
docTags: 
createdAt: 2026-01-30T04:16:55.420Z
---

In this example, you will implement a solution which emails to each Contact a report containing only their open cases.

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## Reports setup

You will set up two reports: a *Burst* report and a *Regular* report. The *Burst* report is used to determine who we are going to send to and the *Regular* report is the actual report we want to send.

### *Burst* report

Set up a report in Salesforce that contains all your Contacts and name it *Recipients*. This report will include just three fields: **Contact ID**, **Email**, and **First Name**.

- The **Contact ID** will be used to filter the Regular report.
- The **Email** field will be used to send the email.
- The **First Name** field will be used personalize the email, e.g., *Hello Bob: Attached is your list of open cases*.

::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/gCReAp5KMGVfo8YZEi6rv_image.png" size="80" width="459" height="129" position="center" showCaption="false"}

### ***Regular*** report

Next, create a report in Salesforce that contains a list of open Cases and name it *Case Details*.

::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/-5josTZOYZsK-jlRqU1ZZ_image.png" size="60" width="359" height="209" position="center" showCaption="false"}

This report doesn't need to include the **Contact ID**. However, the Contact ID must be included in the **Salesforce Report Type **so it is used to filter the report. You can check to make sure the **Report Type** for this report includes the** Contact ID** field by searching for it in the **Fields **search on the customise report page in Salesforce:

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/44FPPc7hCJRsYmQwzU0R4_image.png)

If the field you need doesn't exist on the **Report Type**, add it to the** Report Type** in Salesforce. For more details on how to do this, see [How to Add Fields to a Custom Report Type](https://help.salesforce.com/s/articleView?id=000384387\&type=1).
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## Solution creation

Now that both reports are set up, you need to create the Solution. 

1. Log in to Unaric Reports, click the **Solutions** tab and then click the **Add** button.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/muPHg2VJo-fe2FzHyXjfm_image.png)

2. In **General Info**, provide a name and keep the default for the running user.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/0KdalA1bATKNMBc1atNRT_image.png)

3. In **Items**, click *Yes* under **Do you want to add items?,** select *Report* and click the **Next** button.
4. You will need to add two items: the *burst* report and the* regular* report. Add the Burst report first.
   - ***Burst***** report**
     1. Select the *Recipients *report and set the Report Type to *Burst*.
     2. Set the **Filter Value Field** to the field that will be used to filter the Regular report. For this example, set this to *Contact ID*.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/zfXDzKa6cuS7HCd_tgivV_image.png)

:::Paragraph{listStyleType="decimal" listStart="3" listRestartPolite="3" indent="3"}
Set the **Name Value** Field to the field from the Burst report that will be used to identify the activity record. For this example, select *Email*.
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Click **Next**.
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***Regular***** report**
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To add the second report, click *Yes* under **Do you want to add items?,** select *Report* and click the **Next** button.
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![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/kFdCTVEmr4kauYpA-laxm_image.png)

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Select the *Case Details* report and set the** Report Type** to *Regular*.
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Set the **Filter Value** **Field** to the field from this report that will be used to filter the data. In this case, set *Contact ID*.
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Set the **Filter Operator** field to *equals*. In this way, when the Solution runs, it will add a filter for each of the Contacts from the Burst report of `WHERE Contact ID = CONTACT_ID_VALUE`.
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![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/jP_kd7guLJyZ_m-RkgVf9_image.png)

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For this report, you need to select a file type for the report included in the email. For this example, select *PDF*. Keep the defaults for the other options and click the **Next** button to advance to the next step.
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5. On the **Send** step, select* Email* as delivery option and click the** Next** button.
6. On the email configuration, set **To Fields** to *Email.* To customise the message, copy in the variable for first name into the email body.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/0BxsMu-f8FA6DnR7jPSDC_image.png)

7. Click **Next **to continue.
8. For the **Schedule** step, set it up to send an email every Monday at 10 am. This way, emails will be sent automatically each week. Click **Next **to continue.
9. In the **Options **step, check the **Don't Send Report if Empty** checkbox to only send reports to Contacts with open Cases in the last 7 days. Keep defaults on the other options and click the** Finish** button to save the Solution.
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## Solution preview

Now that the Solution has been created, you want to test it to make sure it's correct. To do this, click the **Preview** button for this Solution.

The preview will enable you to see what the email and report will look like for each recipient.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/ExMl-lwisQ7viwEPjeEhd_image.png)


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## Run the Solution

After confirming everything looks correct, let the Solution run on the schedule you have set up (*every Monday at 10 am*). Once the Solution has run, you can review its activity to see if there were any issues.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/YyAU9UcdmM_Br-jwnbukP_image.png)

In this example, you can see that the Solution attempted to send to everyone on the Burst report. The green checkbox means that the email was successfully delivered. The red means that there was a problem. In this example, invalid emails were purposely added to show you that you can see when an email fails. Also, note that the **Filter Record **shows the email address.
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