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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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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.

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Community Advisor

9/6/22

Workfront, is there an update on this long-standing customer feedback? Really wishing we could do this! An old comment in this thread from @Exp_-_LilitMk (not sure if she's still here, it was from 2017) says that this was planned in an upcoming release. Many of us want this!

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Level 10

5/18/23

If the report uses wildcards like $$USER.ID, how would that work? It would have to send different report content to each person.

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Administrator

5/22/23

@Madalyn_Destafney Absolutely, merging them now. I cannot confirm if this is on the roadmap or not, but do agree that this needs some further investigation! 

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Employee

6/2/23

We do not have immediate plans to address this need. However, we have given this some thought recently in our planning for the new Canvas Dashboards capabilities.

Status changed to: Investigating

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Level 6

8/23/23

I would love to see this added, and I'm surprised it isn't already.  I just finished up an executive dashboard for our management.  They would like it emailed to them every other week for accountability.  I know they're going to see this as a key missing feature.  

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Level 10

8/23/23

I don't know how much work they're going to be doing on existing dashboards if they plan to deprecate them in favour of the Canvas.

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Level 2

3/27/24

We can most definitely see this as an urgent use case for us - especially for our senior leadership team! Please put this on the roadmap!