Automated Reporting - Scheduled Export of Dashboards | Voters

Automated Reporting - Scheduled Export of Dashboards

in progress

George

We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.

October 30, 2018

Lenny Krygier

Yes this would be very helpfull

Joseph Newman

Would be great to be kept in the loop for this feature! Exactly what we were looking to have. Would there be opportunities to push the export to Slack also not just email?

Lily Chan

Joseph Newman: For the first iteration, we will target email only first. But I've noted down your feedback on wanting to be able to push an export to other places like Slack.

Luke Brown

Looking forward to this feature.

Indira Carino

Thank you so much for working on this! Super excited!

Lily Chan

Hi everyone! Thanks for all the excitement. I wanted to share with you an update just before the holidays, that Zach and the Automations Squad have been working hard on the scheduler, which will allow users to create a schedule-based trigger. Not only will we be using this mechanism for scheduling exports, but you'll be able trigger task actions too.

I've attached an image of a sneak peek of what we're testing out in QA. We will share more after the holidays.

Rebecca Julius

Lily Chan I don't see any years on the dates here - will this be able to support something like "Every year on Dec 31" as a trigger? And do we HAVE to have an end time? I'd like to schedule things like that to go indefinitely or until I delete the automation.

Grant Hushek

Lily Chan HUGE! Can't wait.

Lily Chan

Rebecca Julius: Yes, it will be able to support something like "Every year on Dec 31". You can also have "Never" as an end time - this will be the default.

Scarlett Foster

Lily Chan Hi Lily, this is great news, thank you for updating us. Do you have a timeframe of when we can expect to be able to use this feature? Thanks.

Lily Chan

We're not ready to share a target date yet, but we'll provide an update here once we're ready, including beta details.

PJ Hollenbeck

Lily Chan this looks good as a stop-gap for publicly-shared dashboards, but is it taking away from development on that feature?

Lily Chan

PJ Hollenbeck: We are still planning on tackling publicly shared Dashboards, but had prioritized this feature first due to the work that was being done by Automations squad to create a scheduler that we could leverage.

PJ Hollenbeck

Lily Chan great, thanks!

Katie Champion

Is there any updates to this feature?

OWAIS ahmed

Much needed features.. should generate schedule reporting and alert deviation in mail to concern members

Justin Clarke

Click Up i'd like to be notified about this feature as well. Also, I think that you should have the ability to determine what the data_type is in the email sent (pdf or .xlsx) and what data actually is shown in the report (not everything in the actual dashboard may be required for these reports).

Echoing what Vikram Adithya Ganesh has stated being able to determine the date for these automated reports and EDIT the date if it needs to be edited in future would be mandatory.

Lily Chan

Justin Clarke: We have in the designs the ability to choose the export format - as long as what you're exporting supports it.

For Dashboards, we currently support PDF so for the first iteration of this, we'll be able to support PDFs. I know there is a feature request for supporting csv/Excel formats, which we will work on prioritizing after this. Please vote here if you haven't already: https://feedback.clickup.com/feature-requests/p/export-dashboard-and-cards-to-other-formats-csv-png

Lily Chan

Justin Clarke Vikram Adithya Ganesh - Yes, you'll be able to determine the date and edit the date, which would update future triggers of the automation.

Can Bolel

Any news team?

Danny Jimenez

I'm confused as to WHY this is'nt already a feature on ClickUp? Like.... come on already. I need to send a snapshot report of my dashboard to clients. If i can't do that I'll just go back to Asana.

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