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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.
  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 dashboard and then select it.
  4. From the dashboard menu, click vertical three-dot menu icon and select Schedule delivery.
  5. From the Schedules window, do the following:
    1. Give the schedule a name.
    2. Select a delivery schedule.
    3. Select the where the data should go. (Email is a popular choice.)
    4. 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.

    5. Select the data format.
    6. (Optional) Add filters and advanced options.
    7. Click Save.