Scheduling

Automatic delivery of Dashboards based on User preference

Users can opt to have Dashboards emailed to them in PDF, CSV, or PNG based on a predetermined schedule. This allows users to have reports delivered at their convenience without them having to retrieve the reporting themselves.

Schedule Delivery from Options menu on Dashboard page

Schedule Delivery can be set on any Dashboard with a set recurrence and format type. This can be set up for any number of email addresses. You can adjust the filters on the report for the scheduled version.

Schedule Delivery Menu

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