Expand my Community achievements bar.

"Send Dashboard" - Automated emails for Dashboards

Avatar

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.

60 Comments

Avatar

Hello, this is very much needed and will be hugely beneficial!


Is there any update on this in terms of expected delivery - I note last update was in 2017 (unless I missed something, in which case - apologies)!


Thanks

Avatar

Chiming in to say this would be very beneficial, dealing with this issue as well. Not all users will navigate to a report in the system (especially our executive team) need to send it to their email to make it easier for them to view. Also, we use dashboards like reports since users want to see multiple details on a dashboard that one report can't always satisfy. I hope we can get this upvoted soon since it seems like it's been on the schedule since 2017 and it's now half way through 2019.

Avatar

Hello Team,


Will also looking for ability to schedule dashboard to be send directly to the audience.

Is there planned in the coming release?


Best Regards,

Pranav Kulkarni

Avatar

Hello Team,


Request you to please include send Dashboard option like we send report. Would be very easy for us to schedule delivery of the dashboard to respective audience instead of printing all the time and save it in pdf and then send.


Best Regards,

Pranav Kulkarni

Avatar

Level 4

10/28/19

Thanks for the update, Matt. Happy to hear that you are in the final stages of design. Any information and updates you can share regarding planned release would be greatly appreciated. This is one of the most asked for features in our org.