Schedule Dashboard To Include CSV Attachments

DavidSawyers
DavidSawyers Member
in Charting

Hey all,

I am trying to figure out if it is possible to schedule a dashboard with 3 table cards to include those cards as csv attachments when emailed. My alternative is to schedule those cards one by one, download them, create a new email and attach each csv, then forward them onto the customer, but I was hoping to remove a few of those steps. If anyone has any ideas on how to do this, I would love to hear them, I just have not found a way myself to complete this. Thank you so much and have a wonderful day!

Tagged:

Best Answer

Answers

  • DashboardDude
    DashboardDude Coach
    Answer ✓

    Hi @DavidSawyers ,

    Just to be clear. It sounds like you have 3 tables in a dashboard and you want to send the CSV from each of those as attachments, but in one email. Unfortunately, I don't think you can do that. There are some alternatives I have here so hope that helps: https://www.loom.com/share/7904deb69335442e9e7c1def42d36e60

    I honestly would say to just enter their email address and have your client auto receive 3 emails from Domo so you don't have to download and resend anything.

    Hope this helps,

    John Le

    More video solutions at https://www.dashboarddudes.com/pantry

    Circle.png

    John Le

    You're only one dashboard away.

    Click here for more video solutions: https://www.dashboarddudes.com/pantry

  • DavidSawyers
    DavidSawyers Member

    @DashboardDude Thank you! Yeah sadly those were the same options I was coming up with as well that you listed in your loom. There are some days that we send this customer multiple emails, containing several csv's each, so I was trying to avoid flooding them with 8 emails each with a separate csv. Thank you for your help!

Categories