Schedule dashboard email updates

Schedule and share timed email updates of your dashboard to stakeholders.

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 a schedule interval the dashboard should be emailed at. The following options are available: Monthly Weekly Daily Hourly Minutes Specific months Specific days Note: The Datagroup update option does not work. Note: Send now will send the dashboard email out immediately. The timing options change depending on the options selected in Recurrence. The end time for Hourly and Minutes intervals is not inclusive. The last delivery will be sent at the last selected interval prior to the specified end time. For example, if content is scheduled Hourly between 12:00 AM and 11:00 PM, it will be sent on the hour, every hour, from 12:00 AM to 10:00 PM. If content is scheduled Minutes every 30 minutes between 12:00 AM and 11:00 PM, the last delivery will be sent at 10:30 PM. The time zone of the schedule can be adjusted in the Advanced options section.
   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 tab, you can adjust the filters already in place or add new filters.
   For more information, see Add a dashboard filter.

   Note: Filters adjusted in this dialog will not affect the filters in the Dashboard or Tile.
5. In the Advanced options tab, 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 Test now to see if the delivery is successful.
7. Click Save.
8. Optional: In the Schedules dialog, click Send now beside the schedule created to send immediately.

The following options are available if you want to create, edit, duplicate, or delete a schedule:

• To create a new schedule: In the bottom left of the dialog, click New.
• To edit a schedule: To the right of an existing schedule, click Options > Edit.
• To duplicate a schedule: To the right of an existing schedule, click Options > Duplicate.
• To delete a schedule: To the right of an existing schedule, click Options > Delete.

Related information

• Send the dashboard as an email
• Share a dashboard