Hi Community,
I’m trying to set up an automation that sends a snapshot of our Headcount by Country MoM metric, and I have two specific requirements:
Dynamic Data: the report needs to contain data only for the last closed month.
Format: it needs to be sent in PDF or as an image.
External Recipients: I’d this email to go to people who do not have a Pigment license/account.
Any guidance on whether this is natively supported would be appreciated!
Thanks!
Andy
Best answer by Johnson Akinpelumi
I might be wrong, but I think the short answer is NO, this specific combination is not natively supported within Pigment today. I tried digging into this before but couldn’t find a native way to do it all at once.
Here is the breakdown based on what I found:
Dynamic Data (Supported): You can set your Board to always open to the "Last Closed Month" using a Dynamic Variable in your page selectors.
Automated PDF/Image to External Users (Not Supported): Pigment does not natively schedule or "burst" PDFs to email addresses, especially those without a license. Sharing is designed around inviting users into the secure workspace.
The Workarounds (Just thinking out loud):
Manual (Easiest): Set up the dynamic view so the data is always ready. Once a month, click Export to PDF (Note: this is located at the Board level top-right menu, not the Widget level) and manually email the file to your list.
Automated (Advanced): Use the Pigment Connector for Google Sheets/Excel to pull the data out, then use a third-party tool (like Zapier or Make) to generate the PDF and email it automatically.
Hope that saves you some time!
+3I might be wrong, but I think the short answer is NO, this specific combination is not natively supported within Pigment today. I tried digging into this before but couldn’t find a native way to do it all at once.
Here is the breakdown based on what I found:
Dynamic Data (Supported): You can set your Board to always open to the "Last Closed Month" using a Dynamic Variable in your page selectors.
Automated PDF/Image to External Users (Not Supported): Pigment does not natively schedule or "burst" PDFs to email addresses, especially those without a license. Sharing is designed around inviting users into the secure workspace.
The Workarounds (Just thinking out loud):
Manual (Easiest): Set up the dynamic view so the data is always ready. Once a month, click Export to PDF (Note: this is located at the Board level top-right menu, not the Widget level) and manually email the file to your list.
Automated (Advanced): Use the Pigment Connector for Google Sheets/Excel to pull the data out, then use a third-party tool (like Zapier or Make) to generate the PDF and email it automatically.
Hope that saves you some time!
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