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Email Dashboard Functionality

Related products:CS Reports

steve_davis
A have a customer who has a report that is setup for User = (current user). This person is wanting to email out the dashboard to this user, however, when the admin sets up this schedule, it is pulling the filters for the user who is setting up the export, not the user that is receiving it. In this example all the reports are showing no data found because the admin doesn't own these accounts. 

They also have 21 users so created a dashboard for each of them is not feasible. 

3 replies

sudarshan_vig
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 75 replies
  • August 18, 2016
Hey Steve, We are working on a functionality where a user will be able to export one's own homepage (Dashboard) to any user (including one's own). The problem you mention should be solved by this, since the user's view will supercede the admin's config. I will let you know the exact timeline of the release in the next couple of weeks.

ganesh
  • Contributor ⭐️⭐️
  • 4 replies
  • September 8, 2016
Thank you Sundar! Do we have an updated timeline for this? 

sudarshan_vig
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 75 replies
  • September 9, 2016
Hey Ganesh, we will be able to ship the functionality of exporting Homepage dashboard by the end-user to other users, as part of October release. I hope that would solve your problem!

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