I know there is a previous topic on this but was wondering if there is any headway on making a subscription service for Dashboards? I have a few sales people that would rather receive a hard copy of the Dashboard than look it up themselves in Phocas. I know I can send them a copy but was looking for…

Strictly speaking, there actually is a subscription options for dashboards - from the Home-screen → Dashboard-tab and the 3 vertical dots where a subscribe-options is found. But it doesn’t do much - and not the one thing you would expect - it only sends a link to the dashboard, and not a dump/PDF/E…

Sending dashboards through e-mail

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pete.mcfadden September 1, 2026, 12:51am 3

Hi Kim,

Answered this one over on the product ideas. Dashboard subscription with PDF/Image included - Product Ideas - Phocas user group Will leave it open there and update as I hear.

Thanks

Pete

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Dashboard subscription with PDF/Image included Product Ideas	2	74	September 1, 2026
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Sending dashboards through e-mail

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