Sharing Report with customers

Question

Hi All!

I need a hand.  We have a customer who wants to see where all of their tickets are in one spot and the status.

Current situation:  The customer does not use the portal, but just uses the email to send tickets to us.  We set this up for a reason, as we did not want to make them have to login to the portal.

Is there an easy way to allow perhaps a couple of their Project Managers to see a report in the portal?

Is there a way to share a report to SmartSheet or somewhere else? I don't want to get into the back and forth of a spreadsheet in an email.  It never works out.

Thank you!

Clare

Ivan Garcia _Appfire_ · Answer

Hi @Clare Lawson you can create your perfect dashboard with custom charts and nearly 100 metrics. Then, you can narrow even more the data they pull by applying Dynamic Filters.

I suggest giving a try to creating a dashboard (you can do it free for 30 days) and if you need further help, you can book a demo from within the app with our team :)  We will help you create the dashboard you need.

Hope it helps,

Ivan

Clare Lawson_pvzs29 · Answer

Is there a way to create a dashboard based on specific tickets using a filter?

Ivan Garcia _Appfire_ · Answer

Hi @Fabian Lim thanks for suggesting our app!

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Hey @Clare Lawson this is how an externally shared dashboard looks like [Agile dashboard]. They can also be protected with passwords.

If you have any questions about Dashboard Hub don't hesitate to contact me or our support team :)  Remember that the app has a free 30-day period - and it's free forever if your team is under 10 users