Can reports be scheduled for delivery?
CompletedIs there a way to schedule delivery of a report or dashboard to users?
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Hi Donna,
Sorry for the delay. I did some checking with our Product Team to verify and at this time, the process is still manual, either through Tasks or using Certifications. I've passed along your interest in this functionality and I'll keep you updated as I get more info. Give me a holler if you have questions in the meantime. Thanks as always and have a great day!0Hi Donna!
Quick update here about a recently launched new product called Processes. With this new availability, you are able to build out more tasking, assigned them and and set an approver, along with a due date, and if you want the tasks to go all together, or in sequence. You are also able to copy the process to reuse it again. More info on Processes can be found here on our Help site: https://support.workiva.com/hc/en-us/sections/360009876152-Process.
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