Scheduled E-Mails

Scheduled e-mails allow the sharing of rendered snapshots or the raw data of a dashboard or report at regular intervals with people both inside and outside of your Cluvio organization.

Plan Restriction

Scheduled e-mails are not available on the Free plan (see Plans Comparison).

Creating a Schedule

To share a dashboard or a single report via a scheduled e-mail, select Share via Email from the dashboard actions or report actions menu.

Alternatively, create a new e-mail schedule by selecting Add Email Schedule from the schedules overview page.

A dialog opens for creating a new schedule.

Managing Schedules

All e-mail schedules are listed on the Email Schedules overview page, showing the schedule name, the target dashboard or report, the delivery frequency, and the list of recipients at a glance.

From the actions menu on any schedule you can:

• Edit — open the schedule configuration dialog.
• Duplicate — create a copy of the schedule with all settings pre-filled, ready to be customized and saved.
• Open Dashboard / Open Report — navigate to the dashboard or report that this schedule delivers.
• Send Now — trigger an immediate delivery of the schedule outside of the regular cadence. This is useful for testing a new schedule or re-sending a missed delivery. Sending via Send Now does not affect the next scheduled send time.
• Delete — permanently remove the schedule.

Schedule Configuration

Name and Description

The Name identifies the schedule in the overview list and appears in the subject line of the delivered e-mail (unless overridden — see Subject and Body). The optional Description provides additional context for team members.

Dashboard or Report

A schedule can deliver either an entire dashboard or a single report from a dashboard. When a report is selected, only that report's content and data are included in the delivery rather than the full dashboard.

Schedule

The delivery cadence can be set to Disabled, Daily, Weekly, or Monthly.

• Disabled — no e-mails are sent automatically. The schedule can still be triggered manually via Send Now.
• Daily — sends once per day at a specified time (interpreted in the organization time zone).
• Weekly — sends once per week on a specified day and time (interpreted in the organization time zone).
• Monthly — sends once per month on a specified day of the month and time (interpreted in the organization time zone).

Recipients

Send to accepts a comma-separated list of e-mail addresses.

The CC and BCC fields work identically and accept comma-separated lists of addresses to copy or blind-copy on the delivery e-mail.

E-Mail Domain Restriction

Recipients must use e-mail domains registered with your Cluvio organization. The initial registered domain is the one used when signing up. For example, if the organization was created by bob@mybusiness.com, recipients must have @mybusiness.com addresses.

Additional E-Mail Domains

You can request additional domains to be added to your Cluvio organization if you are on the Business or Enterprise plan, or if you are on the Pro plan and the additional domain(s) belong to your organization. Please contact support@cluvio.com.

Attachments

The following file formats can be attached to scheduled e-mails:

• Inline image — a PNG rendered directly inside the e-mail body (if the recipient's e-mail client supports it).
• Image (PNG) — a PNG image attachment, in light or dark mode.
• PDF — a rendered PDF attachment, in light or dark mode.
• CSV — the raw query data as a CSV file. For a full dashboard, each report's CSV is bundled into a single .zip archive.
• Excel (.xlsx) — the raw query data as an Excel spreadsheet.

Attachments are freshly rendered at the time each scheduled e-mail is sent.

Attachment Size Limit

All attachments combined cannot exceed 20 MB. If the limit is exceeded, Cluvio drops attachments so that the e-mail can be delivered, and sends a notification to the organization's contact e-mail address. Review your schedule configuration and consider reducing the number or size of attachments.

Filters

The Filters tab in the schedule configuration dialog allows you to pin specific filter values for this schedule. For example, you can send a daily revenue digest for each region by creating one schedule per region, each with a different region filter value pinned. If no filter values are set, the dashboard or report's saved default filter values are used.

Subject and Body

The Subject and Body fields allow you to customise the e-mail subject line and the message body text that precede the attachments. Leave these blank to use the default subject (the schedule name) and an empty body.

Notes

The Notes field accepts free-form text (supports Markdown) for internal documentation — useful for describing the purpose of the schedule, who requested it, or when it should be reviewed.

Slack Integration

Scheduled e-mails can be delivered to Slack channels using the Slack Email App. Cluvio formats the e-mail so it renders correctly in Slack. Key points:

• Both public and private channels are supported.
• The Slack e-mail address is handled separately from regular user e-mails, so enabling "Hide this address" in Slack will not expose it in the To: field.
• SQL Alerts can also be delivered to Slack via the same mechanism.

Setup steps:

1. Install the Email app on your Slack workspace: https://slack.com/apps/A0F81496D-email

2. Create an integration and select a target channel:

   

3. Use the generated @xxx.slack.com address as a recipient in your schedule or alert:

   

4. Send a test delivery to confirm everything works: