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"Send Dashboard" - Automated emails for Dashboards

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Employee

5/18/23

We need the ability to send out automated emails with a Dashboard attached. Currently this is only available at the report level, but my team and I have often needed to send out an entire dashboard on a regular bases, and it doesn't make sense to send out each individual report from the dashboard (too many emails). There should be a way to send out automated emails with a Dashboard attached.

61 Comments

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Our use case, would be two fold - now just words but allow graph/charts to be included ...

1) external users to workfront - send a scheduled delivery to them, so they can see the status of their ONE project

2) internal users (managers) - send a scheduled delivery to them - so they can see the status of "all" the projects they own

Items of interest:

1) external users - missing data, unresolved issues, any thing hindering completion of the project, status of the project (% complete) ..

2) internal users - everything external users can see, in additional to, how many projects are on schedule, how many are behind schedule, this report would be more metric driven.

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Level 2

11/21/17

As sending Dashboards like reports is being planned, please improve upon the existing options by allowing the email go to out without attachments--an option that would effectively deliver a link back to the live views within Workfront.

Existing Send Report functionality in Workfront forces a choice of HTML, PDF, Excel, TDF, but the obvious missing choice is NO ATTACHMENT. The problem with attaching a format is that it must be run as a specific user. Many reports and dashboards would be different, depending on the recipient. For example, a dashboard that shows Current projects may be different for me than for another user because we don't have the same visibility into each other's portfolios. Obviously, anything that leverages $$USER.ID would also be different.

Of course, if the system can generate unique dashboards/reports per recipient, attachments are fine, but that is not how it works in Reports today.

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There is a need to send (e-mail dashboards) to other Workfront users, such as executives or team members. We can currently send reports, but not dashboards. If we were able to e-mail weekly or monthly dashboards to our executives, it would give Workfront more visibility and promote stronger buy in from the executives.

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This is much needed! We would like to send dashboards not only to executives, but also to various teams to keep key goals and results in front of them.

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Level 4

5/11/18

Mike, I was just at LEAP 2018 and the outlook on Dashboards is very positive! The functionality that the team previewed included sharing capabilities, as well as a host of other features - it'll be great to use the new product when it's ready!