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!
Sigurd Seteklev
Hey everyone!
We’re launching a beta for our new Scheduled Reports feature, and we’d love for you to be among the first to try it out. Sign-up below and let us know what you think in the comments. Thanks!
Beta Sign-up Form:
Summer Aims
Sigurd Seteklev Thanks for making my Wednesday!
Guillermo Sisterna
Sigurd Seteklev Feito!
Bids & SOps LATAM
We would like the same as George requested! We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
M
Maxwell Masters
Would love to Be able to Push out something that would not require them to log in to see the dashboard, should have some level of security that authenticates through and e-mail. but should not need a user to access the report.
O
Office
Any updates?
Saiqul Haq
Looking forward to this feature.
Janessa Christine
Sigurd Seteklev Any update here? Saw this was a featured in today's ClickUp Update! Thanks :)
UZ
Janessa Christine I dont see anything, badly needed!
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!
Silke Turner
Lily Chan Thanks for the update! Excited for this and looking forward.
L
Lucas Russo
Lily Chan, Sigurd Seteklev would love to be on the alpha/beta :)
Z
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!
J
Joseph Newman
Lily Chan Would be great to be part of the alpha!
Silke Turner
Lily Chan Available for alpha/ beta.
T
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!
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