Automated Reporting - Scheduled Export of Dashboards
in progress
George
We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
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Lily Chan
Hi Everyone! I wanted to share another update that we are close to finishing up dev for this feature, and are targeting internal end-to-end QA this week. Afterwards, we'll share an update with a Form to gather customers for an alpha/beta.
Sigurd Seteklev will be taking lead of this project going forward, so he'll provide the next update. Thanks!
Sigurd Seteklev
Merged in a post:
Scheduled exports
M
Mike Beal
I like to run an Export weekly, just so I always have a current backup. It takes something like 10-15 minutes to create the export. The time does appear to take consistently longer, so I expect this delay will continue to increase. I would like to have a feature added where I can schedule when these exports happen automatically. Then when I go to the Export option, I can either download a recently created export, or manually trigger a new one. I do like the csv export. So don't change to a proprietary format. I'm just looking for a way to have these files already available when I want to download them. Thanks.
Sigurd Seteklev
Hey everyone!
We’re launching a beta for our new Scheduled Reports feature, and we’d love for you to be among the first to try it out. Sign-up below and let us know what you think in the comments. Thanks!
Beta Sign-up Form:
We have enough beta testers now! Thank you to everyone signing up :)
Summer Aims
Sigurd Seteklev Thanks for making my Wednesday!
Guillermo Sisterna
Sigurd Seteklev Feito!
Sigurd Seteklev
Hi!
Everyone that signed up should now have access. If you don't see "Schedule Report" button on your dashboards, then ping me and we'll try to figure out what is happening :)
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Property Principles Admin
Sigurd Seteklev could you please add me? LItteerally need it :) happy to be a test dummy and make it happen
Sparkz Admin
Sigurd Seteklev will this report go from click up email ID or will it use my email that i have added for email puposes in click up?
Luzia Lima
Sigurd Seteklev I've just scheduled and sent a report, which is great. But there is no option to customize the email or add what is it about. Is this something that will change in the future or it will be kept like it is today?
Bids & SOps LATAM
We would like the same as George requested! We would like the ability to have pre-set reports run and sent to our email based on a recurring schedule.
M
Maxwell Masters
Would love to Be able to Push out something that would not require them to log in to see the dashboard, should have some level of security that authenticates through and e-mail. but should not need a user to access the report.
O
Office
Any updates?
Saiqul Haq
Looking forward to this feature.
Janessa Christine
Sigurd Seteklev Any update here? Saw this was a featured in today's ClickUp Update! Thanks :)
UZ
Janessa Christine I dont see anything, badly needed!
Lily Chan
Hi Everyone! I wanted to share another update that we are close to finishing up dev for this feature, and are targeting internal end-to-end QA this week. Afterwards, we'll share an update with a Form to gather customers for an alpha/beta.
Sigurd Seteklev will be taking lead of this project going forward, so he'll provide the next update. Thanks!
G
Grant Hushek
Lily Chan Let's go! Put me down for the alpha please!
Silke Turner
Lily Chan Thanks for the update! Excited for this and looking forward.
L
Lucas Russo
Lily Chan, Sigurd Seteklev would love to be on the alpha/beta :)
Z
Zoey Hughes
Lily Chan would love to be on the alpha/beta please.
Jason Jones
Lily Chan Put me down too! My automations would love a scheduled export
Courtney Bielenberg
Lily Chan Please include me on the alpha/beta please!
J
Joseph Newman
Lily Chan Would be great to be part of the alpha!
Silke Turner
Lily Chan Available for alpha/ beta.
P
Property Principles Admin
Lily Chan Please add me to the list, happy to test it out, very suitable for my usecase and can provide feedback :)
T
Tony Davidson
So...what happened? Was this deployed to production for users? If not, when?
Lily Chan
Tony Davidson: This has not been deployed to Production yet. We are almost done with dev and will be entering internal end-to-end QA this week.
Krishn Ramchurn
Looking forward to this feature!
A
Ann-Makir Magloire
Looking forward to this. I'm hoping it's not just dashboards but different types of reporting metrics - such as list of open projects or late projects or by category and could eventually be able to send directly to it needs to go to.
Lily Chan
Ann-Makir Magloire: The first iteration will be Dashboards, but the work we're doing with Dashboards will pave the way for other things like Lists.
In the interim with this feature, you can schedule export of a Dashboard that have Task List Cards and other metric-reporting cards (e.g. calc, bar, pie charts, etc).
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