Save time and automate tracking and monitoring customer feedback and metrics.
Automate your reports
You'll be able to share a report or dashboard, with your teammates via email or Slack on a specific cadence.
- Sign in to your account on Alchemer Pulse.
- On the left, click Workflows > Create Workflow.
- Select Reports Scheduled.
- Click Dashboard and choose if you want scheduled reports or dashboards.
- Select the cadence to send your scheduled reports.
- Select the report or dashboard.
- Choose how you want your scheduled reports sent.
- On the top right, click Create Workflow.
Limits to whom you can share scheduled reports with
If your company allows external sharing, you can send reports or dashboards to any valid email address.
If external sharing isn't allowed, you’ll only be able to share with teammates with Alchemer Pulse accounts.
If you’re not sure if your company allows external sharing or not, reach out to Alchemer Support.
On Slack, you can only send to users in your company’s workspace
What shared reports contain
The message will contain a PDF screenshot of the chosen report or dashboard, and a link.
If the recipient has an Alchemer Pulse account, they can access the report in Alchemer Pulse.
If not, they will only be able to see an external sharing link (they can see the data points, but won't be able to click them).
