Because those reports cant get added to a dashboard this means you will need a workaround.
One possible way to do this is to use the option on a dashboard to "embed external content" and then embed the link to your revenue analytics page onto a dashboard. Then set up a recurring email on the dashboard.
While not being as easy as just adding the report etc it will give a similar result.
Did my post help answer your query? Help the Community by marking it as a solution
Unfortunately, it will display the full page - that's why it's a workaround. I would also suggest adding an idea to the forum asking for that report to be able to be added to a dashboard which would be far better solution in the future.
Did my post help answer your query? Help the Community by marking it as a solution
Because those reports cant get added to a dashboard this means you will need a workaround.
One possible way to do this is to use the option on a dashboard to "embed external content" and then embed the link to your revenue analytics page onto a dashboard. Then set up a recurring email on the dashboard.
While not being as easy as just adding the report etc it will give a similar result.
Did my post help answer your query? Help the Community by marking it as a solution
Thanks, Nicole. Great solution. Do you know if there is a way on a dashboard to only display the Recurring Revenue chart and not include the header or data table below?
Unfortunately, it will display the full page - that's why it's a workaround. I would also suggest adding an idea to the forum asking for that report to be able to be added to a dashboard which would be far better solution in the future.
Did my post help answer your query? Help the Community by marking it as a solution