Is there a way to send out automate sending out dashboards weekly?

itSmE · 09/10/24

We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive?

I found this discussion and know it is on the roadmap, anyone know if it has been developed?

https://community.smartsheet.com/discussion/100103/send-dashboard-via-email-manually-and-automated-workflow?_gl=1b7zw68_gcl_auNjQ3NzE5MzU2LjE3MjE2NTM3NDc._gaMTI5MjMzODM3LjE3MjE2NTM3NDc._ga_ZYH7XNXMZK*MTcyNTk5NTI1Ni4yOC4xLjE3MjU5OTU1NzkuNy4wLjA.

Isis Taylor · 09/10/24

@itSmE Yes this is live now.

Just set the schedule, enter who you want the dashboard to go to, and copy the URL for your dashboard into the body of the message.

as1994 · 11/20/24

@Isis Taylor somehow I do not see this scheduler as an option in my dashboard, where do I find that?

Isis Taylor · 11/20/24

@as1994 You would set the automation up on one of your sheets and just include the link to the dashboard.

Is there a way to send out automate sending out dashboards weekly?

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