Hi rimms-gladstone and steveh ,
With Paldi's Report Manager, you can enjoy the best of both worlds: sending PDF attachments alongside Excel and CSV files, while also exporting full pivot and table content on top of the PDF files!
For clients with strict email security settings that block physical file attachments, we’ve included a feature to store files in AWS S3 buckets, providing users with a direct download link instead.
The Paldi Report Manager is packed with features and is already being used successfully in production by other Sisense clients. You can even check out the success story shared here in the Sisense community.
If you’d like to see how simple it is for end users, take a look at our recently released how-to series.
Feel free to contact us at inquiries@paldi.solutions ,we’re always happy to collaborate with the community, and your feedback could influence the next release of this solution!😊