Report Manager: Send and Schedule Dashboard (INSIGHTS)

Overview

Updated 03/27/2023

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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:

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
   
   
   
   
2. Click on the Add New Report button
   
   
   
   
3. Below are the options for creating the report
   
   
   
   

Content

1. Enter information into the following fields:
   
   
   
   
   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
         
         
         
         
   3. Click on the Create Report button at the bottom right
      
      

Settings

There are 3 sub tabs in the Settings section.

• Click here to go to the section on Field descriptions
  
  

Format

Select all the checkboxes to include in the Report

Recipients

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

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

Schedule

• Click here to go to the section on Field descriptions

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
  
  

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

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

This is how it will look once complete

Instantly send Report

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

Delete a Report

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

Example of Email with Shared Dashboard

Attachments

PDF

CSV & Excel

CSV format	Excel format

Troubleshooting

Reports are failing

• Dashboard Sharing - Make sure the dashboard to export is shared with all the recipients of the dashboard.
  
• 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