Insight Report & Dashboard Auto-Send
Josh Monifi
Member Posts: 137 VERIFIED MEMBER
Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI.
It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the report/dashboard, directly to an email address in a set schedule. It would be useful to be able to send just one report on its own, too.
I was thinking this could be done by Automations with a message template, but there are limitations there. See this related Idea post:
Automations Scheduled by Date — Pipedrive Community: Connect, Collaborate, Share
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