Overview
With Automated Report Sharing, you can schedule and send your Dashboard reports with other people via email at intervals of your choice. This includes being able to share with both internal employees, as well as external people that are outside of your domain.
When the scheduled time comes, our system will send them an email version of your report so that you don’t have to. By default, this will include:
- A direct link to view the report in Gem will be provided should they wish to look further into the data. (External people will not be able to view the report page as they do not have access to your Gem instance. Only logged-in members of your team with a Gem account can view the report page.)
- A PDF version of the report, which either employees or external people can view.
Requirements
This feature is available to all Gem teams who have access to Talent Compass. Please contact your Gem Customer Success Manager or our Sales team at sales@gem.com if you would like to learn more.
How To Use
- Open a Dashboard report.
- Click Share.
- Select Schedule email report.
- In the resulting window, set your report schedule, recipients, subject, and message to provide context on the report.
Usage Notes/Known Limitations
- Automated Report Sharing for the following reporting pages in Gem are on the roadmap: Talent Pipeline, Pipeline Analytics, and Outreach Stats
- It may take recipients ~5 minutes after the scheduled send time for recipients to receive your report.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.
- Overview
- Requirements
- How To Use
- Usage Notes/Known Limitations