Schedule Dashboard To Include CSV Attachments

Hey all,

I am trying to figure out if it is possible to schedule a dashboard with 3 table cards to include those cards as csv attachments when emailed. My alternative is to schedule those cards one by one, download them, create a new email and attach each csv, then forward them onto the customer, but I was hoping to remove a few of those steps. If anyone has any ideas on how to do this, I would love to hear them, I just have not found a way myself to complete this. Thank you so much and have a wonderful day!

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Answers

  • @DashboardDude Thank you! Yeah sadly those were the same options I was coming up with as well that you listed in your loom. There are some days that we send this customer multiple emails, containing several csv's each, so I was trying to avoid flooding them with 8 emails each with a separate csv. Thank you for your help!