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Schedule a Look for delivery

  • You can schedule a Look to be sent to recipients based on a delivery schedule.
  • This is a premium feature (tier 3).
  • This topic assumes that the Look is already saved to a folder.
  1. From the navigation bar, click Reports & Analytics>Explore.
  2. From the dashboard menu, click folder icon. The Folders panel expands.
  3. Click the folder that contains the Look and then select it.
  4. From the dashboard menu, click gear icon and select Schedule.
  5. From the Schedules window, do the following:
    1. Give the schedule a name.
    2. Select the where the data should go. (Email is a popular choice.)
    3. Add recipients.

      Tip: Recipients do not have to be users in the system. It can be anyone with a valid email address. To send to multiple recipients, separate email addresses using a comma.

    4. (Optional) Include a custom message.
    5. Select the data format.
    6. Select a trigger.
    7. Select a delivery schedule.
    8. (Optional) Add filters and advanced options.
    9. Click Save All.