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.
As sending Dashboards like reports is being planned, please improve upon the existing options by allowing the email go to out without attachments--an option that would effectively deliver a link back to the live views within Workfront.
Existing Send Report functionality in Workfront forces a choice of HTML, PDF, Excel, TDF, but the obvious missing choice is NO ATTACHMENT. The problem with attaching a format is that it must be run as a specific user. Many reports and dashboards would be different, depending on the recipient. For example, a dashboard that shows Current projects may be different for me than for another user because we don't have the same visibility into each other's portfolios. Obviously, anything that leverages $$USER.ID would also be different.
Of course, if the system can generate unique dashboards/reports per recipient, attachments are fine, but that is not how it works in Reports today.
Our reports are also mostly dashboards. Having the ability to send a dashboard just like a report would be extremely valuable!
I see that the Aug 2017 post from Workfront states that this is planned. Do we have an ETA on when this will be put into production?
This is much needed! We would like to send dashboards not only to executives, but also to various teams to keep key goals and results in front of them.
Mike, I was just at LEAP 2018 and the outlook on Dashboards is very positive! The functionality that the team previewed included sharing capabilities, as well as a host of other features - it'll be great to use the new product when it's ready!
Has a release been identified that will included the ability to send dashboards via e-mail
This is 100% needed! Had they mentioned release dates for the sharing/exporting of dashboards during the conference?
We are very much looking forward to this functionality; when can we expect to see this feature available for use?
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)!
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