Hello, We’re considering allowing our users to schedule report delivery to external stakeholders. We’d like to minimize the risk of mishaps such as: sending incorrect data, or PII data, or sending to the wrong recipient. Would anyone recommend or direct me to best practices along these lines?
Good subject, I suspect this to be one of those things that you have to take the risk on however we have turned off external emails but we do have a tool which exports data into gsheets.
We have a config which controls which content can be exported to which sheets (which are then shared with our external partners) in the hope it stops other partners data ending up elsewhere.