IBM Sustainability Software - Ideas Portal


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Status Needs more information
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Sep 25, 2025

RELATED IDEAS

Allow users to mail reports and dashboards to other users with access to the same client

Users should be able to mail reports to other team members. This significantly streamlines reporting times as the same person can send the same report to multiple people

Idea priority High
Needed By Month
  • Post comment
  • Admin
    Mark Farrugia
    Nov 28, 2025

    Hi Ania,

    Thanks for your idea.

    I took a look across the product and can see a few different ways you can email reports/dashboards.

    A few different approaches are

    1. Extract reports (select in the report parameters at run time).

      1. Email to me (only goes to current user) once

      2. Schedule report (can be scheduled at varying intervals) to contacts from a list. Each schedule relates to a single contact. Contact email addresses can be setup to direct mail to multiple email addresses although this needs to be done in advance.

    2. In built dashboards

      1. Offers email once or schedule, with multi select options for selecting multiple distinct contact recipients

    3. Power BI/Power Reports

      1. Offers email once or schedule, with multi select options for selecting multiple distinct contact recipients

    From this, I can see the notable gap is around extract reports where you can't easily multi select contacts, or trigger a report to be run once and sent to a different user. Does this summarize your idea accurately or would using in built dashboards or PowerReports satisfy your requirement?

    1 reply

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