Schedule individual reports with excel attachment

Related products:CS Reports

Forum|Forum|9 years ago
September 13, 2016
22 replies
253 views

Hello,

We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ideal solution for us.

sara_hoeffler

Contributor ⭐️⭐️⭐️⭐️⭐️

Yes! 100% agree.

samantha_braastad

Contributor ⭐️⭐️⭐️⭐️⭐️

This would be amazing for us as well! We are able to aggregate usage information and being able to distribute it at a wider scale would be hugely beneficial.

cristina_postolache

Contributor ⭐️⭐️⭐️⭐️

Tables in dashboards look pretty bad if you ask me... I don't feel too professional sending this to my Sales Director for example...

sudarshan_vig

Contributor ⭐️⭐️⭐️⭐️⭐️

Thanks Ben for this idea. We will do the needful so that tabular dashboards reports can be accommodated as an excel export.

@Cristina, we are aware of this problem you mention, and at the moment I am scoping a feature where there are dynamic rows in a slide (against a static 10, as of now), based on the amount of data present. Will let you know once we pick it up! Thanks.

heather_landgraf

Contributor ⭐️⭐️⭐️⭐️⭐️

100% agree! and add the ability to schedule reports to go out via email (like you can do in sfdc). ppt does not work for what we need to report out. great if could export a .csv or .xls