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.
Yes, please do this.
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.
This would be so helpful! I'm currently taking screenshots of custom dashboards and manually emailing them out.
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.
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!
YES! This!
Agree, would be very useful!
Would be really useful for our fundraisers.
Would love to see this happen soon!
Great idea!