I would like to send scheduled email using dynamic variable.
To create the email to send we have to input manually the variable. I will have more and more client asking for a monthly reporting and changing the month variable everytime won't be possible.
A dynamic field (like current month, year or w/e) would be very usefull and saves a lot of administration time
Hi Adequat, thank you for the feedback. The team is working on new functionality for working with dates. Future plans do include adding "relative dates", which could allow you to specify "this month" or "last 30 days" rather than a fixed date range. The use case you described will be helpful with our planning. Please let us know if you have other ideas for how you would use relative dates.
Hi, has this feature been developed yet? I would like to send a scheduled email that picks up the last month or that shows the date selected in the dashboard without us having to select it manually for all our dashboards.
Kind Regards,
Gisela.
Hi, has this feature been developed yet? I would like to send a scheduled email that picks up the last month or that shows the date selected in the dashboard without us having to select it manually for all our dashboards.
Kind Regards,
Gisela.
Hi, has this been implemented yet?
Hi everyone,
Good news! As Stephen mentioned above, you can use our new Relatives Dates feature to streamline the process with your scheduled PDF reports.
Here's how to use the feature:
In your Klip, make sure that the date component (whether it is in a table column, a bar chart axis, etc.) has the Date/Time format.
Next, add a filter to that component. Under "Condition" select the logic that best suits your use-case. The key here is to avoid using variables, so while you have the option sometimes of selecting a variable from the drop-downs, you should avoid doing so as that will require you to hardcode the variable value again when setting up the recurring email.
In my case, I picked "Month to date" because I wanted a daily PDF that showed me all of the data for the current month that I am in.
Sure enough, my PDF this morning showed all of the data for this month (including today's date) without me manually doing anything in Klipfolio :).
Hope that helps!
Hi,
I too have a klip with dynamic dates. To make it easy to use for my colleagues, it includes a dropdown menu with variables for date selection (this week and next week). I also need to setup a weekly report, choosing the option "next week". As far as I can see, I would have to change the variable used in the report on a weekly basis, to do this, correct? This is not very handy. Is there a workaround for this? Or do you have any intents to change this?
The only alternative I see momentarily is to set up a copy of the clip, where the date is fixed via formulas instead of a dropdown, and schedule this one for the reports. And that would mean, that I will have to maintain two klips, which just doesn't sound very fun...
My solution for using the same dashboard / klips for:
I created a new klip for date selection, in which I created two user input variables
In all the klips on the dashboard I changed the date rule to follow the function:
IF ($selection = "Latest" , TODAY(), $pickedDate)
This seemed to work the way I wanted: in scheduled email I set the $selection to "Latest" so the scheduled emails get sent out with the TODAY() values. In web UI user can change the selection to "pick a date" and then set the date to be used and the klips get updated.
Problems I am still facing:
I contacted Klipfolio support around these. It would be much easier if functions or at least references to user variables could be used in the scheduled email parameters.
