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Send the dashboard as an email

Lisa Wong
Updated

Email a copy of a flattened version of the dashboard to stakeholders.

Tip: There is no way to send a test email to yourself by clicking Test now during this task. However, as a workaround, you can set Recurrence to Send now and send an initial email to yourself. Review the email, make the necessary changes, and then send the revised version to your wider distribution list.
  1. Click the App Drawer and select Dashboards, and then select a dashboard from the list.
  2. In an existing dashboard, click the Options button on the top right of the page and then, click Schedule delivery.
  3. In the Settings tab, configure the following options.
    Options Description
    Recurrence Select Send now to send the dashboard email out immediately.
    Destination Email is the only Destination selection available.
    Email addresses Type in the email addresses of the recipients. Use a comma or press Enter after each email address if there are multiple email addresses.
    Format Select an output format for the dashboard. The following options are available:
    • PDF: Exports as a PDF attachment.
    • Visualization: Exports as a single image.
    • CSV ZIP file: Unformatted data from the dashboard is delivered as a zipped CSV file.
  4. In the Filters section, you can adjust the filters already in place or add new filters.
  5. In the Advanced options section, customize the export options.
    Depending on the output format selected, options will differ.
    Advanced Options Options
    Custom Message Insert a message to be included as the body of the email.
    Note: This is only available for emails.
    Include links Includes links.
    Note: This is only available for emails.
    Expand tables to show all rows Displays all the rows in a table rather than what is shown in the tile thumbnail.
    Note:
    • The Data table of a tile is used when exporting.
    • This is only available for PDF formats.
    Arrange dashboard tiles in a single column Displays the dashboard tiles in a single vertical column.
    Note: This is only available for PDF and PNG formats.
    Paper Size Specify the size and orientation of the dashboard.
    Note: Large visualizations or groups will need to be resized to fit on a PDF page.
    Timezone Select the time zone of when the delivery occurs.
  6. Click Save.
  7. Optional: In the Schedules dialog, click Send now beside the schedule created to send immediately.
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