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How can we email a custom dashboard page as a subscription?

  • 1.  How can we email a custom dashboard page as a subscription?

    Posted 05-18-2016 14:50

    I've found that sometimes users prefer dashboards to multiple emailed reports.  How can I email the users a dashboard page I have created that includes a couple of summary reports, a chart as well as one full report in an email subscription?  Is this possible with native QB?  If yes, where is the setting option?  I'm only seeing a report drop down in subscriptions.  I'm not seeing a similar option to select a page .    Thanks in advance for any direction/suggestions.



  • 2.  RE: How can we email a custom dashboard page as a subscription?

    Posted 05-18-2016 15:16
    While you cannot email a dashboard, you could email a link to a dashboard.  So for the busy executive who wants their daily dashboard reminder, you just create a report with one record on it that will go to the users.  They will have a report with a single column on it that says click here to see the dashboard.  Then you basically hard code a URL formula field to display the dashboard page.

    https://mycompany.quickbase.com/db/xxxxxx?a=ShowPage&pageid=14


  • 3.  RE: How can we email a custom dashboard page as a subscription?

    Posted 05-18-2016 15:26
    Thanks!


  • 4.  RE: How can we email a custom dashboard page as a subscription?

    Posted 01-25-2018 16:16
    Has there been any functionality added to support this since the post 2 yrs ago?


  • 5.  RE: How can we email a custom dashboard page as a subscription?

    Posted 01-25-2018 16:21
    No, my same suggestion still stands.


  • 6.  RE: How can we email a custom dashboard page as a subscription?

    Posted 01-25-2018 16:22
    thanks