What is the problem or goal the end user is trying to solve or accomplish?
The customer wants to set up a recurring Slack report from a dashboard, but with specific filters applied (e.g., by team, region, or campaign). Right now, they’re unable to do this without hardcoding the filters into the dataset or duplicating dashboards for each use case.
How are they solving it currently?
They cannot fully solve it today. There is no built-in way to apply filters to a scheduled Slack report — reports can only be sent with the dashboard’s default state. This limits their ability to share dynamic, segmented views with different audiences.
What is the recommended solution by the Customer?
The customer is requesting the ability to apply filters to scheduled Slack reports, similar to how filters work interactively in dashboards. This would allow them to:
Configure a single dashboard with filters
Schedule different reports using that same dashboard, each with a different filter setup
This avoids duplicating dashboards and would make automated Slack reporting far more useful for operational use cases.