Add ability to schedule/email option for custom dashboards

We have a weekly gift detail report that is sent out. I've built a custom dashboard using a table insight to display the weekly gift information. However, the only option I have is to export it to Excel or csv format. I would like to have the same capability as the prebuilt reports in Fundraising/Reporting so I can schedule any of the custom dashboards I create and have them automatically email each week. Please add this functionality.

  • Gwen Williams
  • May 29 2020
Data analysis
  • Attach files
      Drop here to upload
    • Lorie Anderson commented
      December 21, 2023 23:14

      Yes, please do this.

      Attachments Open full size
    • Guest commented
      August 18, 2023 14:06

      100% this. Building a custom dashboard sort of seems like a silly thing to be able to do if we're not able to communicate the information in an automated/integrated way.

      Attachments Open full size
    • Scotland Lamb commented
      June 27, 2022 13:42

      This would be so helpful! I'm currently taking screenshots of custom dashboards and manually emailing them out.

      Attachments Open full size
    • Jana Littleton commented
      May 11, 2021 17:42

      PLEASE ADD THIS FEATURE!!! The canned dashboards are not great & our CEO will not log into NXT to check a shared link. We need to be able to send out KPIs on a weekly basis via email to our senior leadership.

      Attachments Open full size
    • Ashley Bereziuk commented
      March 09, 2021 13:32

      I couldn't agree more. It's so frustrating that a product we're paying extra for is actually missing some of the basic functionality of the canned dashboards. BB, please fix this!

      Attachments Open full size
    • Ellie Claffey commented
      November 19, 2020 14:18

      YES! This!

      Attachments Open full size
    • Samantha Green commented
      October 06, 2020 22:57

      Agree, would be very useful!

      Attachments Open full size
    • Guest commented
      October 05, 2020 08:38

      Would be really useful for our fundraisers.

      Attachments Open full size
    • Nikki Long commented
      August 07, 2020 18:34

      Would love to see this happen soon!

      Attachments Open full size
    • Guest commented
      June 08, 2020 21:05

      Great idea!

      Attachments Open full size

    Related ideas