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