Schedule reports to automatically send to users

Adam Olen
Adam Olen Member Posts: 6
First Comment

We'd like the ability to schedule specific reports from Insights to go to specific users at different intervals. This would allow us to have the reports in our inbox rather than have to log in to obtain any info.

Thanks for your consideration.

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1 votes

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT

    I apologize in advance for suggesting a workaround, which in my mind works better.

    You can publish your Insights dashboard and bookmark that URL.

    You can periodically open this URL or PIN it in your chrome browser, or make it the default URL when you open a new page.


    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples

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  • Adam Olen
    Adam Olen Member Posts: 6
    First Comment
    edited September 2022 #3

    Great idea! Thank you! This will work great for the dashboards. I don't see a way to do this for reports, so it appears we'd have to create a dashboard for whatever metrics we want to see. Less than ideal in some cases, but a great workaround for many use cases.