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  1. Email Scheduling

Create an email delivery Schedule

Email Delivery helps to ease your repetitive work by automatically sending dashboards periodically based on your configuration.

PreviousFilter/ Data ControlNextStop email delivery

Last updated 1 year ago

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Set conditions for scheduling periodic email dashboards which contain your dashboard. When the recipient receives and clicks the email, they will easily access the dashboard

This article will show you how to schedule an email delivery.

  1. Open the Dashboard you want to schedule in view mode by clicking on the icon

You must be an owner or editor of this Dashboard

  1. In the upper right, click Share button

  2. Click Schedule email delivery to begin scheduling a dashboard. The email delivery will be shown as below, to schedule the email, you can:

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  1. Enter the email address(s) of the recipients you want to send the dashboard to.

  2. (Optional): Custom email subject and message.

  1. Set the date and time you want to send the dashboard.

  1. Set the delivery frequency. Choose Custom to create a personalized schedule according to your needs.

The dashboard then will be sent to the email that you enter before

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