Ability for Send Dashboard like we have for Send Report. This includes the ability to schedule Repeating Deliveries.
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.
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."
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.
Yes, it is crazy to me that we can't do this!
We need this feature as well
This would be a great value-add, Workfront!
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.
Another vote from me... I thought the whole strength of WF's reporting was in dashboards?
Glad to see something hitting critical mass on this exchange!
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.
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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