How can I auto send an entire dataset each week?

damen · May 2024

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!

ColemenWilson · May 2024

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.

MichelleH · May 2024

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

david_cunningham · May 2024

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

ColemenWilson · May 2024

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 · May 2024

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)

MichelleH · May 2024

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

Scheduled Reports