Automated Reporting - Scheduled Export of Dashboards
planned
George
We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
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Cassie Hayes
I would love if we could actually automate sending the dashboard to a client on a recurring schedule. Now that would be 👋🏽👋🏽
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md shimul
জর্জ সাহেব সুমাই সুচি নির্ধারিত করে ইমেইল মাধ্যমে পাঠানো ক্ষমতা আপনাদের আছে এবং দিয়া হলো
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Dave Byrne
Will the output of this report essentially be a snapshot in time of things like statuses and field values?
Lily Chan
Dave Byrne: From initial scoping, MVP will be a scheduled email of a PDF of the Dashboard. Does this align with your thoughts on this feature?
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Kristi Twyeffort
Lily Chan - CSV option would be great
Lily Chan
Kristi Twyeffort: Thanks for your feedback! Could you please vote on this canny request if you haven't already? Thank you! https://clickup.canny.io/feature-requests/p/export-dashboard-and-cards-to-other-formats-csv-png
Christina Jachec
We use dashboard to calculate weekly numbers/goals that our team has for productivity. We track these numbers weekly to ensure that our goals are being met. In addition to tracking them in real time in a dashboard, I also take the weekly numbers/calculations and record them into a table we track across our business each week that we review in our management calls. Therefore, can we also have dashboard metrics be run as a report and the results dropped into a table location? I hope the detail helps on how we use it. Thanks!
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Mitch Webster
Yes, the ability to snapshot the organizations performance metrics at user defined intervals (weekly/monthly)
Need to then be able to chart this data, add trend lines and/or targets.
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Kimberly Powell
Sign me up! Please
Anthony Raad
We're exploring a solution for companies to better manage their teams in ClickUp, and we want your input! Please take this 5-minute survey to share your thoughts.
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Kelly Sims
Sign me up for the automated reporting!!
Lily Chan
planned
Lincoln Lemos
Lily Chan Awesome! Looking forward to see it live. Sign me up for the beta version :))
Florian Schardt
Lily Chan Sending out project status reports will be a great feature for us! Thanks! Do you have any mockup to show? Will you do a user survey for this feature (as you did for other features lately)?
Lily Chan
Lincoln Lemos Florian Schardt Thanks for your response! When it comes time we'll definitely post here for beta.
We are not ready with mockups yet, but we'll definitely share here when we are ready. And yes to gathering feedback through survey. :D
Our first step here is to build a scheduler, second step is to enable automated export of Dashboards using that scheduler, and then future steps will be to make it possible to do that for other objects too.
Naomi Peters
With the new automations activity feed, I would love to automate a report of any failed automations to be sent to my email each day.
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Bernard Bravo
It will be great if views and reports presented in the dashboard can also be sent via email as attachment or embed and scheduled.
Lincoln Lemos
Bernard Bravo Have you tried getnicheup.com ?
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