Notifications

11 views

Description

Since Scheduling dashboard export is currently not supported, this article explains how to extract reports which are part of the dashboard and scheduling them to be sent in a single email.

Resolution

In current design scheduled PDF export of  We do not support scheduled PDF export of Dashboards.

Users can create a scheduled report for each report included in dashboard and send them in a single email.

Steps - 

  1. Consider an example where a dashboard contains following reports
         a. Incidents opened in last 7 days
         b. Incidents resolved in last 7 days
         c. Incidents which are active but not updated in last 5 days
  2. Create a scheduled report for each of the above mentioned reports. Please make sure to schedule the reports at the same time as we need to send them collectively in a single email.
  3. In a schedule record of Incidents resolved in last 7 days and Incidents which are active but not updated in last 5 days in included_with field, select name of scheduled report configured for - Incidents opened in last 7 days

 

With these streps on a selected scheduled time all 3 reports will be extracted and the reports will be sent to recipients in a single email.

Article Information

Last Updated:2020-01-08 19:41:39
Published:2020-01-06