Note: Available on Pro, Business and Enterprise plans
Snapshots of dashboards or single reports can be shared via e-mail in regular intervals. The dashboard or report can thereby be attached to the e-mail in any of the following ways:
- Inline or attached PNG image.
- Excel, with the raw data for each report as individual sheets.
- CSV, one per report with the complete dashboard zipped into one file.
Note: PDF generation currently has a known limitation whereby world map charts are not rendered. Images do correctly render world maps.
Creating Schedules
To set up regular sending of e-mails for a dashboard, either select Share via Email in the dashboard or report drop-down menu, or head over to the Schedules section in the organization settings and select Add Email Schedule. The following dialog appears:
By default, the complete dashboard is shared, unless a specific report is selected, and the Send Email Schedule is Disabled, meaning no e-mails are sent. You should select an appropriate schedule and add at least one recipient e-mail address.
Hint: Once you save a schedule, even if it is still disabled, you can trigger a test email by "Send Now" action in the drop-down menu for that schedule on the schedule overview listing:
Current Date
You can use the {date} parameter to have the current date included in the email subject or body at the time the e-mails are sent. The date will be rendered using the date format in the organization settings.
Timeliness of Data
The e-mails will contain the dashboard or report rendered with data that are up-to-date according to the Data Refresh setting of the dashboard. 10 minutes before the dashboard is scheduled to be sent we make sure it has current data. In case the dashboard contains reports with long-running queries, you may want to make sure prewarming is enabled in order for the results to be available at the time the dashboard is sent.