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 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.
@damen You will need to create the scheduled report based on the card instead of the dashboard to enable the spreadsheet option
You can attach a dataset to a scheduled report as an excel/csv file
@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)