Schedule Workspace Dashboard ACCURATELY Every Quarter | Community
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Level 2
June 6, 2022
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Schedule Workspace Dashboard ACCURATELY Every Quarter

  • June 6, 2022
  • 1 reply
  • 1524 views

Is there a way to accurately do this? I see the "custom frequency" but if i set it to 91 or 90 days I may get the dashboard either a day early or a day late. How is such a basic feature missing? I see several requests from 2015 and there is still no straightforward way to achieve this? Or am I missing something here?

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Best answer by Jennifer_Dungan

There doesn't appear to be a pre-defined quarterly schedule:

 

 

However, while not the most optimized, have you considered creating 4 schedules using the "Send Yearly by Specific Date"?

 

Quarters are defined by specific months, so while slightly annoying to have to create 4 separate schedules for the same report, this would ensure that the report sends on the correct day.

 

1 reply

Jennifer_Dungan
Community Advisor and Adobe Champion
Jennifer_DunganCommunity Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
June 6, 2022

There doesn't appear to be a pre-defined quarterly schedule:

 

 

However, while not the most optimized, have you considered creating 4 schedules using the "Send Yearly by Specific Date"?

 

Quarters are defined by specific months, so while slightly annoying to have to create 4 separate schedules for the same report, this would ensure that the report sends on the correct day.

 

LJP88Author
Level 2
June 6, 2022

Thanks for your reply. 4 separate schedules seems to be my only option and a very annoying one. I would assume this is a basic ask for any analyst, baffles me how an industry leading tool would not have this feature. 

Jennifer_Dungan
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
June 6, 2022

Lol, yes, that is a bit silly. You should log this as an Idea (and hopefully Adobe will implement it)!


Hmm I found this posted in Ideas a few years ago, linking here and up-voting it... 

 

https://experienceleaguecommunities.adobe.com/t5/adobe-experience-cloud-ideas/provide-quot-quarterly-quot-scheduling-feature-for-dashboards/idi-p/339976