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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