Dashboards and emailing

Larry Wheeler

Hi all  -  We decided to surrender the cash to use Insights once again and I have created a few dashboards relating to the different college funds.  I was looking at emailing dashboards and find my dashboards do not have the ability (icons) to do so.  Has this functionality been removed or should I start sweating a lot and contacting support? 

 

Christine Adams

I never saw that it could be exported or created into a PDF.  That capability is needed - hopefully it's coming!

Larry Wheeler

It's probably the same with the custom dashboards I've created... I was wondering if custom were ever available for emailing, exporting and all.


 

Cammi Derr

The only place I have see for extracting the dashboards is within the Dashboard designer when you are looking at a specific insight.  There is an export option there, but I wish that there was a way to export the dashboard to a *.pdf for presentation to the audience intended.

Karen Stuhlfeier

We tell everyone to log in and look at the dashboards. Then they're looking at current data and not something printed a few days ago. 

Larry Wheeler

True, but we have dashboards for Deans and such which would be emailed daily.  These folks would rather not take the time to log in - compared to opening an email. 

Thank you for the input everyone!  I am disappointed in the product, but at least I know it's not just us.

Peter Folkert

I also posted about this issue yesterday in the general discussion area...the fact that custom dashboards can't be exported as a PDF in the reporting section.


Please consider voting on this idea in the idea bank so that we can get this functionality: https://renxt.ideas.aha.io/ideas/RENXT-I-2334

Larry Wheeler

Voted!  Thank you for the link.

Cheryl Cummings

Voted! https://renxt.ideas.aha.io/ideas/RENXT-I-2334 


Thanks, Peter.

Melissa S Graves

FYI: I do not know how true or the real timeline but when I asked about this in support they seemed to "hint" that this was coming and possibly already in testing.

Larry Wheeler

Thanks for the info, Melissa!

Gwen Williams

Does anyone know if there is an update on the status of being able to print/export/schedule custom dashboards?  We are starting to create some and one of our fundraisers put one together with the idea of sending it to a donor as a report on how well that endowment is doing.  Unfortunately, he can't print or export to PDF and the donor definitely does not have access to the dashboards.  This just seems like a huge oversight not having built this in from the beginning and we really need that functionality in order to fully use custom dashboards especially when sending reports to those with no access to NXT (i.e. donors, deans, etc.).