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.
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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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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!
G
Grant Hushek
Lily Chan Let's go! Put me down for the alpha please!
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Silke Turner
Lily Chan Thanks for the update! Excited for this and looking forward.
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Lucas Russo
Lily Chan, Sigurd Seteklev would love to be on the alpha/beta :)
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Zoey Hughes
Lily Chan would love to be on the alpha/beta please.
Jason Jones
Lily Chan Put me down too! My automations would love a scheduled export
Courtney Bielenberg
Lily Chan Please include me on the alpha/beta please!
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Joseph Newman
Lily Chan Would be great to be part of the alpha!
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Tony Davidson
So...what happened? Was this deployed to production for users? If not, when?
Lily Chan
Tony Davidson: This has not been deployed to Production yet. We are almost done with dev and will be entering internal end-to-end QA this week.
Krishn Ramchurn
Looking forward to this feature!
A
Ann-Makir Magloire
Looking forward to this. I'm hoping it's not just dashboards but different types of reporting metrics - such as list of open projects or late projects or by category and could eventually be able to send directly to it needs to go to.
Lily Chan
Ann-Makir Magloire: The first iteration will be Dashboards, but the work we're doing with Dashboards will pave the way for other things like Lists.
In the interim with this feature, you can schedule export of a Dashboard that have Task List Cards and other metric-reporting cards (e.g. calc, bar, pie charts, etc).
Alistair Wilson
Excited for this!
Anna Bullock
Just here to say that I'm so excited this is in progress ✨
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Lenny Krygier
Yes this would be very helpfull
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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.
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Vincent D'Amico
Lily Chan would be nice as well to have this be able to push to Clickup Chat Channels / Messages as well of course.
Lily Chan
Vincent D'Amico: Thanks for the feedback. cc-ing Sigurd Seteklev for the next iteration.
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Luke Brown
Looking forward to this feature.
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Indira Carino
Thank you so much for working on this! Super excited!
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