Automated Reporting - Scheduled Export of Dashboards
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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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Lily Chan
Hi Everyone! I wanted to share another update that we are close to finishing up dev for this feature, and are targeting internal end-to-end QA this week. Afterwards, we'll share an update with a Form to gather customers for an alpha/beta.
Sigurd Seteklev will be taking lead of this project going forward, so he'll provide the next update. Thanks!
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Mark Sandoval
Nice to see this GA’d! However, can we also include in future updates the ability to schedule CSV exports for other cards that already support this format (Task List, Timesheet, Time Tracking)?
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Mark Neroni
This is a great first step. However, for our purposes, we really need the ability to schedule Excel reports to be emailed. What are the plans for adding more than just the PDF format?
Jose Gil
It's only useful in 10% of cases if you only export to PDF. It is a priority that it be exported in any format compatible with spreadsheets.
Daniel Urbano
Sigurd Seteklev Also, If we export lists, it should show all tasks filtered in the card, not only the ones seen in the space that card allows initially (It currently makes a Screenshot and downloads it as a PDF).
Sigurd Seteklev
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Tiffany Patton
Sigurd Seteklev I like the ability but I would never send this to a client. We should have the ability to have the "attachment" come from us and include a message. And on paid plans, please don't splash your branding in the email and on the export.,
Steve Lee
It would be great if we can add a costom message in the report email.
Sigurd Seteklev
Hi!
The first version of this has now been released. Please check it out and we are happy for any feedback and comments you might have!
Martin Currie
Sigurd Seteklev any instructions on how to set it up?
Kelsey Smith
Loving the automated reports so far, but wondering if we could add different options of what the emailed attachment format can be? PDF is limiting and I would love to have a excel or csv option
Patrycjusz Rodzyński
A very useful function, where it would be very important for us to be able to customize the content of such an email and set the frequency of sending at will.
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Alice Elford
Can you add an option to select the first day of each month, to send the results of the last month?
Kelsey Smith
Alice Elford I agree this would be a very helpful option
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Matt Smith
I am looking for a similar feature. Specifically, I would like the data that is submitted in a submission form to be automagically emailed when the submission form is completed.
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