I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0.
I'm not too keen on emailing my dashboards as a 150 slide powerpoint template.
Please allow us to schedule and automate emails for Excel Reports in Reports 2.0.
Page 1 / 1
Johnny -
Agree on the 150 page powerpoint challenge! Have you considered our Shared Dashboard feature? You can also schedule emails of these dashboards - I use it myself to view adoption in the product areas I manage, our Community metrics and some of our internal risk processes here at Gainsight. Here are some resources to learn about the feature.
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Configure_Dashboard_for_Sharing
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Share_Dashboards
Agree on the 150 page powerpoint challenge! Have you considered our Shared Dashboard feature? You can also schedule emails of these dashboards - I use it myself to view adoption in the product areas I manage, our Community metrics and some of our internal risk processes here at Gainsight. Here are some resources to learn about the feature.
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Configure_Dashboard_for_Sharing
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Share_Dashboards
Hi Denise - you mentioned that you can schedule emails of these dashboards but I don't see anything about scheduling emails in the documentation you provided and I cannot for the life of me figure out how to schedule an email of a shared dashboard.
Can you point me in the right direction??
Can you point me in the right direction??
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.