Email Report Format - Add Excel support

[rimms-gladstone]

For users who wish to receive their Dashboard contents using the Subscription service, Sisense supports embedded emails or PDF format only. For convenience and expedience, I would like to see support for users to receive compatible Dashboards (e.g. Pivot Tables) directly as an Excel attachment. This will help for users who wish to receive regular emails containing important data in Excel format for integration with other systems. 

[steveh]

Any updates on this?  Is this on the roadmap?

[DRay]

Hello @rimms-gladstone and @steveh.

Have you looked into Report Manager? It supports .pdf and .csv exports for pivot tables.

https://www.sisense.com/marketplace/report-manager/

[Benji_PaldiTeam]

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!😊