Locking Monthly Dashboard Reports

Chandler Munson

Hi there,

I am trying to find a way to "lock" a dashboard so that the reports do not refresh on the dashboard for a month. If this isn't possible are there any suggestions on how to create a monthly report utilizing the dashboard?

Thanks!

Andrée Starå

Hi @Chandler Munson

I hope you're well and safe!

Probably yes, but can you elaborate on how you would need it to work?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Chandler Munson

Hi Andree,

Thanks so much for your response! The goal is to "lock" the report widgets when they are sent out in the monthly report at the beginning of the month and then only have the widgets refresh after another month when it is time for the monthly report. I understand that the point of the dashboard is for live updates but I was just hoping to freeze it for a period of time.

Thanks!

Chandler