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.
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.
- 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
- 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.
- 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.