Is it possible to create a view that customers can use on their portal

[Jo_Van_Bever]

Hello,

We received a request from a customer, he would like run a monthly report with the overview of issues/tickets they created that month from his dashboard. We would like to automated it so that we wouldn't have to spend time on this.

I looked everywhere but I cannot seem to find how this can be set up.

In case this is not possible, how do you solve such a request?

with kind regards

[Jack Brickey · Accepted solution]

Hi @Jo_Van_Bever , Welcome to the community.

Unfortunately, the default portal does not provide for creating reports or dashboard features. There are add-on solutions for this you might consider. Other options include setting up a BI site for your customers, such as Microsoft PowerBI, or similar application. You could also create reports in excel and automatically send them to your customers.

[Jo_Van_Bever]

Hi @Jack Brickey ,

Thank you for your speedy answer.

I will look into both alternatives, hoping that I can run automatically