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Send Dashboards Like Reports

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Level 10

10-03-2017

Request

Ability for Send Dashboard like we have for Send Report. This includes the ability to schedule Repeating Deliveries.

Background

Most of our "reports" are actually dashboards. Our users want to limit the number of reports/documents they have to look at every week and want an information-rich report delivered vs. several reports that provide different dimensions. For this reason, we use dashboards more heavily than reports.

48 Comments

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10-03-2017

Hi Marc. I invite you to check our our Magic Reports solution, which would allow us to create a custom dashboard for you (with branding, multiple reports, graphical, text, and "widgets"), and schedule it to email to a certain group (e.g. Execs) on a particular cadence (e.g. Bi-Weekly) with the graphics embedded right in the email: "if you got it, you saw it."

Regards,

Doug

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Level 10

13-03-2017

Thanks, Doug - I appreciate the thought. We're really looking for the system to do this. One of the key considerations for going with WF was that it was centralized. Otherwise, we would have pieced a solution together from several other components such as Basecamp with other add-ons and 3rd parties integrating to deliver on requirements. While that would have been less expensive, it comes with additional failure points, increased management, etc. A centralized solution is key for us with WF.

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Level 1

06-06-2017

Adding on this this, I would love to share a dashboard as a public URL. Dashboards tell a much better story than a single report.

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Level 10

12-07-2017

Glad to see something hitting critical mass on this exchange!

Can any of you help vote up the various requests for improvements to the Calendar Feature. This could be so beneficial and I think it is serious overlooked in terms of use/enhancements. Our PMs are really see some value here, but it does have it quirks and could stand some improving. Thanks!

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Level 4

01-08-2017

Hello, everyone,

I'm glad to inform you that Dashboard Delivery is planned to be implemented in coming releases. It will also include Branding on the exported Dashboard file. Please feel free to comment here with your specific use cases that you would like us to consider, or schedule a call with me via Calendly.

Thanks!

Lilit

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Level 10

01-08-2017

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.