Scheduled emails for Reports 2.0

  • 6
  • Idea
  • Updated 7 months ago
I think it would be great if you allowed us to schedule automated emails for the reports we build in Reports 2.0.

I'm not too keen on emailing my dashboards as a 150 slide powerpoint template. 
Please allow us to schedule and automate emails for Excel Reports in Reports 2.0.
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Johnny Burtchaell, Champion

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Posted 8 months ago

  • 6
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Denise Stokowski, Official Rep

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Johnny -
Agree on the 150 page powerpoint challenge!  Have you considered our Shared Dashboard feature?  You can also schedule emails of these dashboards - I use it myself to view adoption in the product areas I manage, our Community metrics and some of our internal risk processes here at Gainsight. Here are some resources to learn about the feature.
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Configure_Dashboard_for_Sharing
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/User_Guides/Share_Dashboards
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Kate Green, Champion

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Hi Denise - you mentioned that you can schedule emails of these dashboards but I don't see anything about scheduling emails in the documentation you provided and I cannot for the life of me figure out how to schedule an email of a shared dashboard. 

Can you point me in the right direction??