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"Send Dashboard" - Automated emails for Dashboards

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randyb1
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.

56 Comments

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SujathaTS
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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SujathaTS
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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Madalyn_Destafney
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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RandyRoberts
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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jon_chen
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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