Discussions
-
Can one emailed report include two different cards?
I have two cards with different focuses that I want to turn into weekly scheduled email reports. I'd like to have both of those cards included in the same single email because the info makes sense together and I want to limit the amount of emails people are getting. Is there a way to include both of those cards in a single…
-
Is it possible to use PDP to send a card only to people that are part of the card dataset?
For example, if I have a card that is designed to show past due sales opportunities, I want that card to be sent to any sales person on that list. If it runs today, it would be sent to people 1,2, and 3. If it ran tomorrow after data is updated, it would then send to people 1, 2, and 6 because they now appear in the…
