How to automate the export of a dashboard, with changing filters | XM Community
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Hello,
I have an employee engagement project, and I have prepared a report in a dashboard, that I want to apply to each participant of the survey. I can choose which participant's data i'm including in the report through a filter, and since I have around 200 participants, I would like to automate the process of changing the filter to a new participant, export that dashboard to a pdf, and then changing to the next participant, exporting as pdf and so on, for all the participants.
Is anybody aware of a solution that allows this to be achieved?
Best Regards,
Francisco Leandro.

Hi Francisco,
As far as I know, this feature is not available. However, if your organisation have SSO with Qualtrics, you can add data restrictions to display report that matches user attributes. So the person logging in would only see the report for themselves or their team depending on their user attributes.


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