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"Send Dashboard" - Automated emails for Dashboards

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Employee

18-05-2023

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.

59 Comments

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Level 3

25-11-2021

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

25-11-2021

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

06-09-2022

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

18-05-2023

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

22-05-2023

@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

02-06-2023

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

23-08-2023

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

23-08-2023

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.