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
Is it possible to have an automated email update sent to client every 3 months?
Userlevel 7
+36
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!
Userlevel 4
+24
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
Userlevel 4
+9
There’s a new idea for this in their new Ideas platform.
https://coda.io/d/_dhKF83mkBYV#Cross-doc-view-Curated-Feature-Request_tu2ae/r1726&view=modal
Leave a Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.