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Sending (scheduling a send of) a report or dashboard or reports associated with a particular project without the need of manual addition of users to the Send to area.

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Level 4

4/10/24

Description - It would be helpful to be able to send regular updates about a project that is added as a custom dashboard to particular projects.

 

Why is this feature important to you - The report is added on a custom dashboard within user's projects that are added from a particular template (the report/dashboard of reports do not show up for all users but only for ones added to certain projects). End users who receive the report in email on regular basis need information that is relevant to their project and not everything in the report. 

 

How would you like the feature to work - I would like to be able to send/schedule send of reports or dashboard of reports (automatically, without having to add users manualy)) to team members of particular projects.

 

Current Behaviour - Currently it is not possible to automatically send a dashboard of reports to users; it is also not possible to send a report/dashboard or reports added to particular projects to only members of those projects.

2 Comments

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Level 4

4/10/24

My users are too busy to remember to check for the info themselves and they are lazy too; they want the info appear in their email on a weekly basis and be fed to them, rather than them going after it.

 

If I understand correctly, subscription can only happen to a project, task, or issue. My request is to be able to send reports/dashboard that are added to a project as a dashboard that pull information from different parts of the project, including custom forms, to be sent on periodic basis to members of that project.