My key contact (stakeholder) represents her own set of internal stakeholders at her company. She's overjoyed with the visibility of the shared webpages, but I also have to email her an editable excel spreadsheet weekly of her/their product requests that she modifies/pivots to show her stakeholders what they want to see. I will be creating her own view with this information, but thought I would ask/investigate whether there was an opportunity to set up an automatic push of reports from AHA, or some other way in which she can have her raw data without my intervention?
You now have the option to schedule email delivery of any saved Aha! view. Select a delivery cadence — daily, weekly, or monthly — and the time of day.
Thank you for reaching out. There is not currently a way to schedule a report or export to send to someone. This is a great idea though and we will consider it for a future enhancement.