Hi all, We are working on building out a dashboard for some of our lifecycle surveys. Our stakeholders would like to have recurring updates of the data.Is there a way to automate the reports that are in the lifecycle project, similar to the functionality in this article: Scheduled Results-Reports Emails (qualtrics.com). This article shows that it is possible for every other XM product, except people. Even if we’re able to automate dashboard invites, with a link to the report template. Something that will ease the administrative burden of sending a report every week for multiple projects. Thank you in advance!

@ShaylaHHi,I’m afraid the feature is not there with lifecycle project, both the email dashboard feature and schedule report email. You can still make a work around with aschedule workflow that gonna send the dashboard link to the recipient (not an offline report, they still have to log-in, it’s kinda like a reminder).Hope this helps

Automate Reports for Lifecyle Project

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