Reporting
Looking to get recommendations on how to utilize Domo as a reporting tool. Currently, we have scheduled reports which go out to our team members, and we also export pages to PowerPoint to get snapshots of the pages at a point in time. The drawback of a scheduled report is that it just lists the cards in an email. The drawback of the export to PPT is that it is a manual process…can you schedule an export to PPT? Also, a lot of our executives still like to get something on paper. A one page, executive summary of several metrics is ideal. We are going to explore using Adobe Illustrator to create an app; however, how could someone receive this in a format that is printable and at a schedule time? Just looking for best practices and suggestions as it pertains to reporting. Thank you!
Comments
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The Powerpoint plug-in was built with that purpose in mind. I'd recommend that you visit http://knowledge.domo.com?cid=domopowerpoint. This feature allows you to customize your deliverable deck, and update the data to live right before printing it off.
Anyone that uses the plug-in can use the refresh button to get the data updated when they need it. Let me know if that does the trick. Thanks
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What if we have 30 people that get the same cards, but we only want to show the data that is pertinent to them? Would the plug-in work for this? Right now, we are using the page analyzer to filter the data and then exporting to PPT.
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