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shuang_stoppe
shuang_stoppe
Contributor ⭐️
July 24, 2015

Add ability to email dashboards

  • July 24, 2015
  • 5 replies
  • 71 views
My company leadership team would like to have Gainsight dashboard emailed to them weekly.  Some of the members have a Gainsight license while others don't.  All they would like to see is the dashboard components, without drilling into the details.  I would like to see that feature added to Gainsight.

      5 replies

      luis_p
      luis_p
      Contributor ⭐️⭐️⭐️
      July 28, 2015
      Good idea, also can we do the same with a Report?
      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      August 18, 2015
      Thanks for your feedback. The product team is actively working on the details to improve export and schedule (email) of our reports and dashboards. We will provide more details when available. In the mean time you can export reports as images or use the Success Snapshots capability, but cannot schedule emails at this point. 
      darkknight
      darkknight
      Expert ⭐️
      October 15, 2015
      This would be valuable to us as well.
      Jeff Kirkpatrick
      sumesh
      sumesh
      Helper ⭐️⭐️
      December 18, 2015
      Feature has been implemented and should be available in your orgs.
        justin_lautenschlager
        justin_lautenschlager
        Contributor ⭐️⭐️
        April 6, 2016
        I've just tried to set up the Scorecard - Standard View to be auto-delivered to leadership, however, it doesn't seem to work. What I receive is a PowerPoint file with one slide that says "Scorecard". I tried to export another dashboard and it worked but it was a 64 slide PP file instead of an Excel spreadsheet. Is there a way to have these exported as Excel files rather than PP?

        I filed ticket #9279 with your Support team if you need any further information. Thanks!
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