Automated Reporting - Scheduled Export of Dashboards | Voters

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.

October 30, 2018

Zach - ClickUp

Hey everyone! 
Jumping in here with Lily Chan as we're both working on solutions that will bring this feature request to life. I'm currently working on the scheduler right now (which will power automated reporting), and would love your input on the solution. Please take this 5-minute survey to view the concept and share your thoughts. 
Thank you! 🙏

Sevim Doğaner

Zach - ClickUp hey! I mostly use the Table view for tasks created through form submissions. I really need to have weekly or monthly reports for the Table view. Will this feature be included in the views?

Lily Chan

marked this post as

in progress

Daniel Cunha

Lily Chan 🙏

Vikram Adithya Ganesh

Lily Chan Is there a timeline when we can see a demo or beta version of how this feature would work?

Lily Chan

Vikram Adithya Ganesh Once the design is finalized and we have some engineering estimates, I will be able to provide a more accurate timeline. I'll keep this thread up to date.

Can Bolel

Any recent update on this very important feature?

Lily Chan

Can Bolel: We have some preliminary designs of the scheduling portion that we will share soon to get feedback on through a survey. Stay tuned!

Can Bolel

Lily Chan awesome!! Looking forward to it ✨

Rachel Hirsch

i would love to get a report emailed of my dashboard weekly

Cassie Hayes

I would love if we could actually automate sending the dashboard to a client on a recurring schedule. Now that would be 👋🏽👋🏽

md shimul

জর্জ সাহেব সুমাই সুচি নির্ধারিত করে ইমেইল মাধ্যমে পাঠানো ক্ষমতা আপনাদের আছে এবং দিয়া হলো

Dave Byrne

Will the output of this report essentially be a snapshot in time of things like statuses and field values?

Lily Chan

Dave Byrne: From initial scoping, MVP will be a scheduled email of a PDF of the Dashboard. Does this align with your thoughts on this feature?

Kristi Twyeffort

Lily Chan - CSV option would be great

Lily Chan

Kristi Twyeffort: Thanks for your feedback! Could you please vote on this canny request if you haven't already? Thank you! https://clickup.canny.io/feature-requests/p/export-dashboard-and-cards-to-other-formats-csv-png

Christina Jachec

We use dashboard to calculate weekly numbers/goals that our team has for productivity. We track these numbers weekly to ensure that our goals are being met. In addition to tracking them in real time in a dashboard, I also take the weekly numbers/calculations and record them into a table we track across our business each week that we review in our management calls. Therefore, can we also have dashboard metrics be run as a report and the results dropped into a table location? I hope the detail helps on how we use it. Thanks!

Mitch Webster

Yes, the ability to snapshot the organizations performance metrics at user defined intervals (weekly/monthly)

Need to then be able to chart this data, add trend lines and/or targets.

Kimberly Powell

Sign me up! Please

Anthony Raad

We're exploring a solution for companies to better manage their teams in ClickUp, and we want your input! Please take this 5-minute survey to share your thoughts.

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