Ability to share scorecard via Outreach

  • 24 March 2016
  • 3 replies

Would like to be able to share the scorecard via a scheduled outreach for weekly reporting (via email) of customer health to internal stakeholders.  Today, when creating a report for scorecard data - the values returned for scorecard are either 0-100 or hex color code. 

Best answer by lila_meyer 12 January 2018, 21:25

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3 replies

Userlevel 5
Did you try emailing the dashboard on a weekly schedule?
I would like this functionality as well but for the entire scorecard dashboard. Our business use case is that we'd like to share all of our customer's health scores with upper management and would like to be able to use an email function or outreach to do so.
Userlevel 7
Badge +5
Norman, did you find what you're looking for? You can email a dashboard to internal users on a schedule. This article provides the instructions. You can also share the 360 as a link with users.