How can I auto send an entire dataset each week?

damen
damen Contributor
in Scheduled Reports

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!

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Best Answers

  • ColemenWilson
    ColemenWilson Coach
    edited May 28 Answer ✓

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

    Screenshot 2024-05-28 at 9.45.12 AM.png

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

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

  • MichelleH
    MichelleH Coach
    Answer ✓

    @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
    david_cunningham Coach
    edited May 28

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

    image.png

    David Cunningham

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  • ColemenWilson
    ColemenWilson Coach
    edited May 28 Answer ✓

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

    Screenshot 2024-05-28 at 9.45.12 AM.png

    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

    @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)

    image.png

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

  • MichelleH
    MichelleH Coach
    Answer ✓

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

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