Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Power AI
  14. Proposals
  15. Templates
  16. Integrations
  17. Vendors and invoicing
  18. Equipment
  19. Account settings
  20. Open API

Export and email

Share your dashboards outside missionX as PDF and Excel files, or have them emailed on a schedule.

Exporting to PDF and Excel

Export is part of Power AI Core and Scale.

ExportHow
A dashboardOpen the gear menu and choose Export as PDF, Export as Excel or Export PDF and Excel.
One chartClick the download icon on the card. You get both a PDF and an Excel file.

The files are prepared in the background - keep working, and a message with the download links appears when they are ready. Links stay available for 7 days.

Scheduled report emails

With Power AI Scale, open the gear menu and choose Send by email to email a dashboard automatically.

SettingDescription
SubjectStarts as the dashboard's title.
FrequencyEvery day, every week on a chosen day, or every month on a day from 1 to 28, at the hour you pick in your own timezone.
FormatPDF, Excel or both.
RecipientsUp to 20 people from your organization, or outside addresses an organization admin has approved. You are added first.

Each schedule can be paused, resumed or deleted from the same panel, and recipients can stop receiving it from the email itself. An organization can have up to 25 active schedules.

Bright idea: Emails are sent with your view of the data. Recipients see the numbers you see, so think about who you send cost and revenue charts to.

A schedule turns itself off if it fails to send several times in a row, if it has nobody left to send to, if your plan no longer includes scheduled emails or if the dashboard is deleted. The panel tells you why.

Next steps

Reporting time on EU-funded projects? See the Horizon EU timesheet.