Is there a way to setup automatic delivery of a dashboard? | Community
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M
MarcusDa
Level 1
May 6, 2020
Question

Is there a way to setup automatic delivery of a dashboard?

  • May 6, 2020
  • 2 replies
  • 603 views

I use the functionality to deliver reports on a weekly basis. I have generated a dashboard with a few additional reports, but I don't see that I have a way to deliver that dashboard. Am I missing something? Has anyone created a work around (other than just printing a PDF of the dashboard and emailing the team)?

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    2 replies

    N
    NRYNR
    Level 10
    May 6, 2020

    Hi Marcus, no you can't do this but what you can do is schedule delivery of a report to the users. In the body of the email message, you can include a link to the dashboard so they can click to load the data real-time, far better than an outdated attachment. --Narayan

      M
      MarcusDaAuthor
      Level 1
      May 6, 2020

      Thanks Narayan, that is a good idea.

      Heather_Kulbacki
      Community Advisor
      Heather_KulbackiCommunity Advisor
      Community Advisor
      May 7, 2020

      Also check out this idea in the Idea Exchange. Sounds like this is coming, although part of a larger effort on report so no ETA yet. Wouldn't hurt to add your vote there.

      https://one.workfront.com/s/idea/0870z000000PSD8AAO/detail

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