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.
Log In
T
Tony Davidson
So...what happened? Was this deployed to production for users? If not, when?
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.
Alistair Wilson
Excited for this!
Anna Bullock
Just here to say that I'm so excited this is in progress ✨
L
Lenny Krygier
Yes this would be very helpfull
J
Joseph Newman
Would be great to be kept in the loop for this feature! Exactly what we were looking to have. Would there be opportunities to push the export to Slack also not just email?
Lily Chan
Joseph Newman: For the first iteration, we will target email only first. But I've noted down your feedback on wanting to be able to push an export to other places like Slack.
V
Vincent D'Amico
Lily Chan would be nice as well to have this be able to push to Clickup Chat Channels / Messages as well of course.
L
Luke Brown
Looking forward to this feature.
I
Indira Carino
Thank you so much for working on this! Super excited!
Lily Chan
Hi everyone! Thanks for all the excitement. I wanted to share with you an update just before the holidays, that Zach and the Automations Squad have been working hard on the scheduler, which will allow users to create a schedule-based trigger. Not only will we be using this mechanism for scheduling exports, but you'll be able trigger task actions too.
I've attached an image of a sneak peek of what we're testing out in QA. We will share more after the holidays.
R
Rebecca Julius
Lily Chan I don't see any years on the dates here - will this be able to support something like "Every year on Dec 31" as a trigger? And do we HAVE to have an end time? I'd like to schedule things like that to go indefinitely or until I delete the automation.
G
Grant Hushek
Lily Chan HUGE! Can't wait.
Lily Chan
Rebecca Julius: Yes, it will be able to support something like "Every year on Dec 31". You can also have "Never" as an end time - this will be the default.
S
Scarlett Foster
Lily Chan Hi Lily, this is great news, thank you for updating us. Do you have a timeframe of when we can expect to be able to use this feature? Thanks.
Lily Chan
We're not ready to share a target date yet, but we'll provide an update here once we're ready, including beta details.
P
PJ Hollenbeck
Lily Chan this looks good as a stop-gap for publicly-shared dashboards, but is it taking away from development on that feature?
Lily Chan
PJ Hollenbeck: We are still planning on tackling publicly shared Dashboards, but had prioritized this feature first due to the work that was being done by Automations squad to create a scheduler that we could leverage.
P
PJ Hollenbeck
Lily Chan great, thanks!
Load More
→