仪表板PDF

朱迪太
朱迪太 ✭
在内容基本知识

是否有可能自动将仪表板的PDF版本发送到一个组，或者手动选择将仪表板的PDF版本发送到一个组?

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最佳答案

答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    嗨@Judy太

    不幸的是，目前这是不可能的，但这是一个很好的主意!

    当你有时间的时候，请提交一个增强请求．

    作为一个可能的解决方案，你可以使用第三方解决方案或截图，并在表格中有一个工作流，自动发送。

    这样行吗?

    我希望这对你有帮助!

    注意安全，祝你度过美好的一周!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的．这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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  • 杰克Gustafson
    杰克Gustafson ✭✭✭✭✭✭

    现在还是这样吗?我没有看到导出仪表板PDF的选项。我看到了一个旧的社区帖子，希望在过去的3年里有所改变。解决方法是打印(另存为PDF)并将PDF发送出去。也许可以考虑自动化这个过程。1)访问仪表板，2)文件-打印-打印机(保存为PDF) -保存，3)发送带有PDF附件的电子邮件(或链接到存储PDF的SharePoint位置)。

    我知道你在想什么——仪表盘的意义不就是要有实时数据吗?没错，但有些用户无法选择数字访问，所以他们需要每周共享一份硬拷贝的数据。

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  • garth.reynolds
    garth.reynolds ✭


    Is this still the case? I don't see an option to export a PDF of a Dashboard. I saw an older Community post, was hopeful that something had changed in the last 3 years. Workaround would be to print (Save as PDF) and send the PDF out. Could probably look into automating that process. 1) Access Dashboard, 2) File - Print - Printer (Save as PDF) - Save, 3) Send E-mail with PDF attachment (or link to SharePoint location where the PDF was stored).<\/p>

    I know what you're thinking - isn't the point of the Dashboard to have real-time data? Right, but there are users who don't have the option to access digitally, so they need to share the data with a weekly hard copy.<\/p>","bodyRaw":"[{\"insert\":\"Is this still the case? I don't see an option to export a PDF of a Dashboard. I saw an older Community post, was hopeful that something had changed in the last 3 years. Workaround would be to print (Save as PDF) and send the PDF out. Could probably look into automating that process. 1) Access Dashboard, 2) File - Print - Printer (Save as PDF) - Save, 3) Send E-mail with PDF attachment (or link to SharePoint location where the PDF was stored).\\nI know what you're thinking - isn't the point of the Dashboard to have real-time data? Right, but there are users who don't have the option to access digitally, so they need to share the data with a weekly hard copy.\\n\"}]","format":"rich","dateInserted":"2022-05-06T21:31:52+00:00","insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-06-09T21:31:43+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/328749#Comment_328749","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/328749#Comment_328749

    和你完全一样，我没有真正需要持续显示实时数据，我使用仪表板创建动态报告来显示季度月度评论等，我也仍然困惑为什么“保存为PDF”不是仪表板或报告中的功能?我已经提交了一个增强请求，但不确定他们是如何及时回应这些?

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类别

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T03:56:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":26,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T03:56:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"

@Frank B.<\/a> If the folders are in the same Workspace that the sheets currently reside, there will for sure be no impact.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":106272,"type":"question","name":"Automation to send past due notifications to members","excerpt":"Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…","categoryID":321,"dateInserted":"2023-06-09T14:40:21+00:00","dateUpdated":"2023-06-09T14:48:10+00:00","dateLastComment":"2023-06-09T15:01:14+00:00","insertUserID":162249,"insertUser":{"userID":162249,"name":"blake_smith_b","title":"Accountant - Financial Reporting","url":"https:\/\/community.smartsheet.com\/profile\/blake_smith_b","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T15:10:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3372645095,"url":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","format":"Rich","tagIDs":[334,510],"lastPost":{"discussionID":106272,"commentID":379850,"name":"Re: Automation to send past due notifications to members","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379850#Comment_379850","dateInserted":"2023-06-09T15:01:14+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/XJX8FMEG7M9C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:12:48+00:00","dateAnswered":"2023-06-09T15:01:14+00:00","acceptedAnswers":[{"commentID":379850,"body":"

In the Trigger section, select \"When a date is reached\",<\/p>

Then select \"Custom\" for when to run the automation, and select \"Repeat Every\" and choose 1 Day.<\/p>

Then select your Conditions. For yours, you can say \"Where Past Due?\", and select \"is one of\", then choose \"Past Due\"<\/p>

Example below.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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