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How to schedule a dashboard delivery as PDF in the new dashboards?
Posted Nov 06, 2024
I have the option to migrate my existing dashboards from the legacy builder to the new builder (this is going to be A LOT of work, most of them have “blockers” and can't be migrated). I migrated one to try it out. When I try to schedule the report from the new dashboard I only have options for CSV and Excel (formatted). I need them in PDF as they currently are. Otherwise, there's going to be a ton of tabs and most of the charts won't be understandable/digestible.
I currently have ~15 teams (organized as “Groups” in Zendesk) and each team gets a report for their group's ticket metrics on a weekly basis. I can't give them an excel report and they would never go out to the dashboard on a regular basis to review the metrics if I didn't send them anything. I need to be able to provide them readable data on a reoccurring basis. Is there any solution here?
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James G
I wanted to inform you that this is now achievable.
For your reference, please find our announcement here - Announcing the availability of Explore dashboard schedules in PDF and PNG formats.
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