Schedule a report

Gunjan
Gunjan Member
in Scheduled Reports

We had a dashboard that was scheduled to run daily and now expired. I believe that there is no flexibility to move out end date. So I saved it as a new version, but I still cannot schedule the dashboard as a whole page. I can create an schedule for individual cards within it but I don't want 5 emails coming each day. Is there a way to schedule the entire dashboard again

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Best Answers

  • david_cunningham
    david_cunningham Coach
    Answer ✓

    You should be able to schedule an entire dashboard via the following.

    image.png

    David Cunningham

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

  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    1.Go to your dashboard and select the sharing icon:

    dashboard_app_bar.png

    2.The sharing menu displays.
    3.Select Schedule as Report.
    4.The schedule report modal displays.
    5.Enter the desired start and end dates in the appropriate fields.

    Screen_Shot_2022-08-31_at_2.58.21_PM.png

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

Answers

  • david_cunningham
    david_cunningham Coach
    Answer ✓

    You should be able to schedule an entire dashboard via the following.

    image.png

    David Cunningham

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

  • ColemenWilson
    ColemenWilson Coach
    Answer ✓

    1.Go to your dashboard and select the sharing icon:

    dashboard_app_bar.png

    2.The sharing menu displays.
    3.Select Schedule as Report.
    4.The schedule report modal displays.
    5.Enter the desired start and end dates in the appropriate fields.

    Screen_Shot_2022-08-31_at_2.58.21_PM.png

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

  • Gunjan
    Gunjan Member

    You guys are awesome @ColemenWilson @david_cunningham

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