Is it possible to have an automated email update sent to client every 3 months? | XM Community
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Is it possible to have an automated email update sent to client every 3 months?

  • November 12, 2022
  • 3 replies
  • 350 views

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Hello everyone,
I was wondering if there is a feature in Qualtrics that would send a viewing invitation for the dashboard or Report automatically every 3 months to a client? preferably I would like it to send the dashboard of course

3 replies

Deepak
QPN Level 8 ●●●●●●●●
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  • November 12, 2022

Younis
You can do this via schedule email feature on dashboard where you can set it to monthly. Similar is the case with emailing reports.
You can include a link as well to view dashboard.
Hope it helps!


CMurph
Level 4 ●●●●
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  • Level 4 ●●●●
  • November 14, 2022

Hi Younis! Unfortunately, quarterly reporting isn't currently an option. I posted a product idea for this and it was archived. A bit frustrating because we have a need for quarterly reporting, as well. We either have to set reminders and do it manually or send monthly reports with quarterly views/trending.

If you want to upvote my now archived idea, see here: https://community.qualtrics.com/XMcommunity/discussion/7244/quarterly-cadence-emailing-dashboard#latest


courtrc
Level 3 ●●●
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  • Level 3 ●●●
  • November 7, 2023