Reporting

Looking to get recommendations on how to utilize Domo as a reporting tool.  Currently, we have scheduled reports which go out to our team members, and we also export pages to PowerPoint to get snapshots of the pages at a point in time.  The drawback of a scheduled report is that it just lists the cards in an email.  The drawback of the export to PPT is that it is a manual process…can you schedule an export to PPT?  Also, a lot of our executives still like to get something on paper.  A one page, executive summary of several metrics is ideal.  We are going to explore using Adobe Illustrator to create an app; however, how could someone receive this in a format that is printable and at a schedule time?  Just looking for best practices and suggestions as it pertains to reporting.  Thank you!

Comments

  • GTA
    GTA

    domo

    💎

    The Powerpoint plug-in was built with that purpose in mind. I'd recommend that you visit http://knowledge.domo.com?cid=domopowerpoint. This feature allows you to customize your deliverable deck, and update the data to live right before printing it off. 

     

    Anyone that uses the plug-in can use the refresh button to get the data updated when they need it. Let me know if that does the trick. Thanks

  • What if we have 30 people that get the same cards, but we only want to show the data that is pertinent to them?  Would the plug-in work for this?  Right now, we are using the page analyzer to filter the data and then exporting to PPT.

  • GTA
    GTA

    domo

    💎

    This is where it would get into the license discussion/value add of getting them into Domo as users. You could use PDP policies to manage the cards to the specific users, but exporting a specific version would not be part of the plug-in right now. cc @rmoody

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