How can I auto send an entire dataset each week?

Options
damen
damen Contributor

Hi all,

I am looking to send not just a dashboard or an analyzer view of a dataset but an excel export of that dataset each week.

Is there a way to schedule this or do I have to download it and send it manually?

Thanks!

If this helps, feel free to agree, accept or awesome it!

Tagged:

Best Answer

  • MichelleH
    MichelleH Coach
    Answer ✓
    Options

    @damen You will need to create the scheduled report based on the card instead of the dashboard to enable the spreadsheet option

Answers

  • david_cunningham
    edited May 28
    Options

    You can attach a dataset to a scheduled report as an excel/csv file

    David Cunningham

    ** Was this post helpful? Click Agree 😀, Like 👍️, or Awesome ❤️ below **
    ** Did this solve your problem? Accept it as a solution! ✔️**

  • ColemenWilson
    edited May 28
    Options

    If your dataset is less than 5MB you can attach a CSV as an attachment:

    You could also probably utilize workflows if the above option doesn't work for you.

    If I solved your problem, please select "yes" above

  • damen
    damen Contributor
    edited May 28
    Options

    @ColemenWilson @david_cunningham

    Does this mean we do not have that same feature? Or am I looking for it in the incorrect spot?

    (The entire file is 502kb so no size issues)

    If this helps, feel free to agree, accept or awesome it!

  • MichelleH
    MichelleH Coach
    Answer ✓
    Options

    @damen You will need to create the scheduled report based on the card instead of the dashboard to enable the spreadsheet option