Skip to main content

DashboardDashboards Guide

Create a Scheduled Delivery

Create scheduled deliveries to receive regular emails with snapshots of a dashboard in PDF format or its raw data in CSV format.

  1. Open the Dashboards home page and make sure the Dashboards tab is displayed.

  2. Open a dashboard that you want to create a scheduled deliver for.

  3. On the upper-right side of the dashboard, click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Schedule Delivery.

    schedule-delivery.png

    The Schedules dialog box opens.

  4. Click New.

    The Create Schedule dialog box opens.

  5. Enter the following information, as shown in the example image below:

    • Schedule name – Enter a name for the schedule.

      The default schedule name is the same as the dashboard name.

    • Recurrence – From the drop-down list, select a time interval for the delivery. Alternately, you can select the send now option for an immediate email delivery without creating a regular schedule.

    • Day/Time/Send Every – If you select any time interval other than Send Now, specify the relevant day, time, hour, or minutes for your interval. The specific fields will vary depending your internal selection in the Recurrence field.

    • Email address(es) – Enter the addresses for one or more delivery recipients.

    • Format – From the drop-down list, select the format the report should be sent in. Options are PDF or CSV.

    • Email report as – From the drop-down list, select how the report should be included in the email. Options are as an Attachment or Inline.

      Note

      If you select the Inline option, the report is accessible via a link in the email. However, the link is valid for only 72 hours.

    • Attachment name – If sending the report as an attachment, enter a name for the attachment file.

    create-schedule.png
  6. Click Schedule.