Required Permissions Level: Report & Dashboard Creator
If you need to set up a schedule for receiving a copy of your dashboard tab or set it up to send to someone, the steps below will help you build this out:
**Please note that Real Time dashboards are not able to be set up for scheduled emailing**
Step 1: Drop into Edit by clicking on the pencil/eye on the dashboard you wish to email
Step 2: Select Email Dashboard
On the popup box, you will need to click on either Send Now or Schedule Recurring.
If you choose Send Now your options will look like this:
Step 1: Select who the email of the dashboard tab will go to. You may enter as many email addresses as you wish, just ensure they are separated by a comma and space. Additionally, you can also enter an FTP or HTTP URL for the file to be delivered directly to that location.
Step 2: Give the report a custom subject. If you choose not to give it a subject it will default to the Dashboard Name+Date+Time.
Step 3: Give your report a message for the recipient, then choose any format and orientation options as desired.
Step 4: Select Send Now
If you choose New Schedule your options will look like this:
Step 1: Select who the email of the dashboard tab will go to. You may enter as many email addresses as you wish, just ensure they are separated by a comma and space. Additionally, you can also enter an FTP or HTTP URL for the file to be delivered directly to that location.
Step 2: Give the report a custom subject. If you choose not to give it a subject it will default to the Dashboard Name+Date+Time.
Step 3: Give your report a message for the recipient, then choose any format and orientation options as desired.
Step 4: Set up your schedule for when they should receive the emailed dashboard.
Step 5: Click Save
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