Emailing Dashboards as a List, not as Powerpoint

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  • Updated 3 months ago
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Is there something in the works that will allow us to schedule emails on a daily/weekly/monthly basis to send normal excel reports (list view) for our Dashboards instead of the PowerPoint slides? 
Management likes to take Reports and use pivot tables and vlookups, etc. But since you're exporting reports in PowerPoint, transferring the data from 150 PPT slides into excel is tedious and inefficient.

Another Idea, is there something in the works that can allow us to email our MDA objects in excel format on a daily/weekly/monthly basis? 
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Johnny Burtchaell, Champion

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Posted 3 months ago

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Karl Rumelhart, Official Rep

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Have you tried out our Share Dashboards feature?  The recipient gets a full dashboard experience including tabular reports, drill down and, if you turn it on, the ability to download report data in Excel.  Note that subscribing in not currently supported but Dan Ahrens published a 'hack' to use Copilot for this purpose
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Johnny Burtchaell, Champion

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I think the "Share" feature is in the current release of Gainsight that i'm testing in UAT. I'll take a look at that. Thanks!