Insight Report & Dashboard Auto-Send

Josh Monifi
Josh Monifi Member Posts: 143 VERIFIED MEMBER
250 Up Votes Fourth Anniversary 25 Likes 10 Comments

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

5
5 votes

Submitted · Last Updated

Comments

  • TT
    TT Member Posts: 20 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper

    +1! and I would love to see an upgrade where anyone with the shareable URL can adjust the periodic filter.

    This way, when shared, our clients can filter by last month, quarterly, last year, etc. and i don't need to create a dashboard for each period.

  • Josh Monifi
    Josh Monifi Member Posts: 143 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments

    @TT That's smart! Giving the public a bit of editable access, especially based on date, is a great idea!