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.
Important
Real Time dashboards are not able to be set up for scheduled emailing.
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1
Drop into Edit mode by clicking on the pencil/eye on the dashboard you wish to email. -
2
Select Email Dashboard.
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3
In the popup, click either Send Now or Schedule Recurring and follow the steps for your chosen option below.
Send Now
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1
Select who the email will go to. You may enter as many email addresses as you wish — just ensure they are separated by a comma and space. You can also enter an FTP or HTTP URL for the file to be delivered directly to that location. -
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. -
3
Give your report a message for the recipient, then choose any format and orientation options as desired. -
4
Click Send Now.
Schedule Recurring
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1
Select who the email will go to. You may enter as many email addresses as you wish — just ensure they are separated by a comma and space. You can also enter an FTP or HTTP URL for the file to be delivered directly to that location. -
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. -
3
Give your report a message for the recipient, then choose any format and orientation options as desired. -
4
Set up your schedule for when they should receive the emailed dashboard. -
5
Click Save.
Questions or feedback? Please email us at support@brightmetrics.com.
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