Best practices for scheduled reports to external stakeholders?

  • 15 November 2021
  • 1 reply

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? 


1 reply

Userlevel 6

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.