Report Manager: Send and Schedule Dashboard (INSIGHTS)

Overview

Updated 03/27/2023

 

Click on the links below for more information:

 

If you don't have access to INSIGHTS, please reach out to your Account Manager.

 

CHAPTERS

Field Descriptions
    Settings descriptions
Sending a Report (Dashboard)

    Content
    Settings
Instantly send Report
Delete a Report
Example of Report
Troubleshooting
    Reports are failing
Webinar

 

 

Field Descriptions

Field Name Required Description
Report Name X Unique name of the report per owner
Dashboard
X Select the dashboard the report is based on.
Format
X

Select the format of the report, CSV, Excel, PDF, or a Link to the dashboard. You can select one or multiple formats.

Recipients
 

Note: Reports can also be sent to external emails.

Required if Archive to is not specified.

Enter one or more recipients.

Send error
notification to
  Recipients that will get an email in case there was an export error
Schedule
X

Time Based: Based on needs and requirements of the user, the dashboards can be scheduled in various "Time Based" Frequency like One Time, Hourly, Daily, Weekly, or Monthly.

 

Settings descriptions

Following options are available for scheduled Dashboards:

inlineImage10.png

 

Settings option Description
Edit
Edit the scheduled dashboard - This opens the same screen as the Add New Dashboard/Report button, but with your current dashboard's details.
Duplicate Duplicate - Create a copy of the dashboard. The copied dashboard has (1) added to the dashboard name and is disabled by default.
Delete Delete the dashboard.
Turn subscription on/off Turn the subscription on or off. Turning a subscription off does not stop running dashboard, only prevents future dashboards from being sent. Dashboards that are turned off will be deleted from the pending queue.
Send Report/Cancel Report Activate or cancel the report. This changes the status to
Running/Not Running.

 

 

Sending a Report (Dashboard)

  1. Click on the Report Manager tab

    mceclip0.png

  2. Click on the Add New Report button

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  3. Below are the options for creating the report

    Report01.png

Content

  1. Enter information into the following fields:

    mceclip3.png

    1. Report Name: Enter a Title for the Report
      1. Note: The Report Name will be the Email subject line
    2. Dashboards: Select a Dashboard to include
      1. Note: Only 1 Dashboard can be included per Report

        Report02.png

    3. Click on the Create Report button at the bottom right

      Report03.png

 

 

Settings

There are 3 sub tabs in the Settings section.

 

Format

Select all the checkboxes to include in the Report

settings2.png

 

Recipients

Click in the Search field to select an existing user or type in a new external email.

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Click in the Send error notification to field to include error reports (not required but suggested)
Note: We recommend adding your email

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Schedule

Utilize Time Based option to trigger the schedule of the Dashboard being sent.

Time Based

Select a schedule to send the Report (Date and Time)

  • Time Frame: Select the start and end dates for scheduling of the Report
    Note: You can select Never for the end date

    settings3.png

 

There may be additional options depending on how often to repeat the sending of the Report.
Notice when Weekly is selected, I can select the day of the week

Never.png

 

Once everything has been entered, click on the Create Report button

 

Create_Report.png

 

This is how it will look once complete

 

Complete_Look.png

 

 

Instantly send Report

  1. Click on the 3 dots icon to the right of the Report

    mceclip16.png

  2. Click on Send report

    mceclip17.png

 

 

Delete a Report

  1. Click on the 3 dots icon to the right of the Report

    mceclip16.png

  2. Click on Delete

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  3. Click on the Delete button

    mceclip19.png

 

 

Example of Email with Shared Dashboard

Email1.png

 

Attachments

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PDF

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CSV & Excel

CSV format Excel format
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Troubleshooting

 

Reports are failing

  • Dashboard Sharing - Make sure the dashboard to export is shared with all the recipients of the dashboard.
    inlineImage9.png
  • If report errors out, try to reduce the size.
  •  If report is successfully sent but a user does not receive it, check the spam folder, as there can be a delay of up to 10 mins.

 

Webinar

Video and PDF versions of the Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards Webinar are available:

Webinar: Duplicating, Sharing, and Email Scheduling INSIGHTS Dashboards

 

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