NXT Analyze email dashboard to someone else

I would love to replace our paper action, gift, and opportunity reports that we send to our gift officers for our prospect management team meetings with applicable Analyze dashboards. I see that currently I can only schedule an email report of the saved view to myself. It would be useful to be able to send these saved views in a report format to my development officers for regular review and as a prompt to the upcoming meeting. And I'd also like an added filtering option for the scheduling piece - I'd like to be able to tell it to send the PDF every x week STARTING at x date (like in Outlook). Currently, I can only set the intervals but I'm not sure when it will be starting, which might miss our meeting date mark.

  • Guest
  • Aug 4 2016
  • Shipped
  • +1