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Sending dashboard by e-mail

I am trying to create a scheduled workflow for sending a dashboard to about 5 users in Clairzen every month. This could be a link or an export in PDF.

I don't see the possibility to send a dashboard, just a report. How can I do this?

Susanne Peters Answered

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You can go to the Dashboard itself and share it as a widget, which those users can bookmark and use to access the dashboard in real-time as needed.

You can also edit the Dashboard, go to the refresh scheduler, and choose to trigger an email to those 5 people every time the Dashboard is refreshed.

 

Josh Santos 0 votes
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Hi Josh,

 

Thank you for the advise on this. Is there another option to pro-active send the dashboard to some users every month? Like what you do with the scheduled workflow. Otherwise I have to refresh the dashboard every month or send a widget in order that they receive the dashboard. This is something I would like to avoid.

 

Thanks,

 

Susanne

Susanne Peters 0 votes
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That would be the second option that I provided. Edit the dashboard >> select Scheduled Refresh >> set refresh frequency and the mailing list. This is fully automated, you only need to set it up one time and it works similar to the scheduled workflow rules.

Josh Santos 0 votes
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