Is it possible to send reports or dashboards at a regularly scheduled time each week to internal users??

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  • Updated 6 months ago
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Ky Powell, Champion

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Posted 10 months ago

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Ben, Champion

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Great question! I have often wondered this, but admittedly never looked into it. It would also be nice if the dashboard email was not an exported power list, but a snapshot of the dashboard. This would mimic the Salesforce Dashboard functionality, but use the much prettier Gainsight interface.
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Ky Powell, Champion

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Yes! We never use the export to powerpoint because it is essentially unusable. The data is very difficult to read depending on the displayed graph. Snapshots would be much more useful. 
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Ankita Yadav, Employee

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Hi Ky and Ben,

Please find below my response to your questions:

1. Schedule Dashboard Export:
You can configure a dashboard export schedule. 

Administration- > dashboard Builder -> Edit/Select Layout> Share Action and Select share as PPT.




And schedule the dashboard export on Daily, weekly or Monthly Basis.



2. Sharing the Dashboard Snapshot: We have implemented the Sharing the dashboard as a snapshot as well. This feature will be available in 5.10 release. Users will receive an email with Dashboard link and can access the dashboard as per the configuration provided. 
(Edited)
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Ankita Yadav, Employee

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Sorry for the confusion Ben. It's not the snapshot. It is real-time dashboard, that shows you live data.
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Venkateswara Reddy Kasireddy, Official Rep

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Hey Ben,

Can you explain 

"It would also be nice if the dashboard email was not an exported power list, but a snapshot of the dashboard." ?

When you send a dashboard as power point, either on adhoc basis or scheduled, it is a snapshot of the dashboard at that point. We have implemented a new way to share a dashboard as a link that gets delivered to the inbox of the person its shared with. When the link is accessed it shows the live dashboard (not a snapshot). You can share it with anybody that has an entry in GSUser object. This feature is released in 5.10.

Thanks
Venky
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Ben, Champion

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Thanks Venky. What Ankita said is essentially what I want: a link to a live dashboard. I was not a fan of the PPT formatting or style, but live access to a given dashboard will solve that for me.
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Chuen Moschetti, Champion

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Is it possible to set tokens or filters? For example, I would like to send dashboards to managers only for accounts that are under them. 
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Ben, Champion

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Yes, essentially apply a variable or something at the time of send. Agree 100%!
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Dan Ahrens, Official Rep

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Hi all,

As previously mentioned - the current functionality of dashboards allows the dashboard to be emailed on a set schedule to a list of recipients. 

Also - coming in the Fall release (available now in your sandbox org and coming to your production org week of Nov 28) you'll have the option to email a link to a live dashboard that will allow filtering and other interactive actions. 

Follow this thread for more info on the Fall Release!
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Chuen Moschetti, Champion

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Hi Dan,

I believe that managers who are not full-licensed Gainsight users but are SFDC users will be able to view these filtered dashboards?
 
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Dan Ahrens, Official Rep

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Hi Chuen,
If you are referring to the shared dashboard functionality in the Fall release - neither a SFDC license or full/limited Gainsight license are required. All you have to do is add them as a named user (so that permissions can be managed) and then configure sharing for that dashboard and then email it to them!

Very exciting stuff !!
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Chuen Moschetti, Champion

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Great news!
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Johnny Burtchaell, Champion

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can we just schedule emails to send excel reports in list view instead of the entire dashboard in powerpoint? i'm not too fond of receiving a powerpoint with 150 slides, i'd rather just see the excel report
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Dan Ahrens, Official Rep

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Hi Johnny, are you essentially asking for a schedule CoPilot outreach with an excel report as an attachment?