Automated Reporting - Scheduled Export of Dashboards
completed
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 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
completed
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.
Sigurd Seteklev
Merged in a post:
Scheduled exports
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Mike Beal
I like to run an Export weekly, just so I always have a current backup. It takes something like 10-15 minutes to create the export. The time does appear to take consistently longer, so I expect this delay will continue to increase. I would like to have a feature added where I can schedule when these exports happen automatically. Then when I go to the Export option, I can either download a recently created export, or manually trigger a new one. I do like the csv export. So don't change to a proprietary format. I'm just looking for a way to have these files already available when I want to download them. Thanks.
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