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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.

59 Comments

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Hi there! looking for an update on this idea., any news when it will be part of current functionality? Would love to be able to send a dashboard as a one time activity, and automate its delivery by specifying its frequency and who should be delivered to. Any updates? Volunteering to test out if needed.


thank you!

Avatar

Hi there! looking for an update on this idea., any news when it will be part of current functionality? Would love to be able to send a dashboard as a one time activity, and automate its delivery by specifying its frequency and who should be delivered to. Any updates? Volunteering to test out if needed.


thank you!

Avatar

Hi there! looking for an update on this idea., any news when it will be part of current functionality? Would love to be able to send a dashboard as a one time activity, and automate its delivery by specifying its frequency and who should be delivered to. Any updates? Volunteering to test out if needed.


thank you!

Avatar

Hi there! looking for an update on this idea., any news when it will be part of current functionality? Would love to be able to send a dashboard as a one time activity, and automate its delivery by specifying its frequency and who should be delivered to. Any updates? Volunteering to test out if needed.


thank you!

Avatar

Level 2

10/22/21

Can't wait to see it. I am in desperate need of this feature to get some strong adoption of the tool. I can do so many things with this if it can be auto delivered by WF to internal and external resources. I have a weekly status report for projects just ready to go for this effort. For now I print it to save to PDF and then email the file. If I can auto send, AND, if it can allow you to set page breaks so that the data looks a lot cleaner (not sure if that's possible) that would be great. If all I can get is sending dashboards like a report only, that's 99% of what I need. :)


I'm signed up, thanks for putting this out there to get a preview.

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Level 3

11/25/21

Hi Matt, Does this also include calendar dashboards ? I could include a calendar to report dashboard, but wanted to know if this will be across all type of dashboards. Thank you.

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Level 3

11/25/21

Hi Matt, Does this also include calendar dashboards ? I could include a calendar to report dashboard, but wanted to know if this will be across all type of dashboards. Thank you.

Avatar

Level 3

11/25/21

Hi Matt, Does this also include calendar dashboards ? I could include a calendar to report dashboard, but wanted to know if this will be across all type of dashboards. Thank you.

Avatar

Level 3

11/25/21

Hi Matt, Does this also include calendar dashboards ? I could include a calendar to report dashboard, but wanted to know if this will be across all type of dashboards. Thank you.