Schedule email of reports and dashboards
By scheduling the email of a report or dashboard, you configure it to run and then email it at a specified frequency. You can schedule emailing of saved reports and dashboards. To schedule an email of a report or a dashboard template, you must generate and save its instance that can generate the report and email it based on the prescribed schedule.
Note:
Emailing exported data is limited to the first 20,000 rows. Reports longer than 20,000 rows are truncated when exported for email. The report output (PDF, HTML, CSV, etc.) displays the message "Data in this report has been truncated."
See Known Limitations for Donut Charts.
To email a report or dashboard at regularly scheduled intervals
- Generate a report/dashboard. You can save it if required. To schedule saved reports/dashboards by email, skip to the next step.
See Generate reports.
- Click Actions and select Email. The Email Report dialog box is displayed.
See Email reports and dashboards.
for email parameter descriptions.
- Click Schedule. The Email on a Schedule dialog box is displayed.
- Specify your delivery settings:
Email as
Choose the preferred output format: HTML, CSV, Excel, Text, HTML image, PDF, or XML (.xml). Selecting Text provides the option to set a delimiter and use quotes in the emailed file.
Note:
XML is not available as an export type for dashboards.
Email to
Provide a comma-separated list of email addresses.
Add live link
You can add a link to the report within the Portal. After logging in, a user can view the report within the Portal.
Subject
Specify an email subject if you want to override the report title.
Email
On a defined schedule- Master schedules can be configured and then applied to reports. Modifications to a master schedule will automatically be applied to all the reports associated with that master schedule.
Frequency in Minutes - Select from 5, 15 or 30 minutes.
Hourly - Select 1, 2, 3, 4, 6, or 12 hours.
Daily - At: hour/minute. Select a specific run time.
Weekly -
On every. Check the day(s) on which the report will run.
At: hour/minute. Select a specific run time.
Monthly -
On the. Select the day on which the report will run.
At: hour/minute. Select a specific run time.
Cron Expression - Enter a CRON expression to fine tune the email schedule.
for details about working with CRON expressions.
Email if empty
This option is available only when you are scheduling a tabular report to be emailed at regular intervals. Sometimes reports might not have any data. If you don't want to email empty reports, choose No.
Run Status
Select Enabled or Disabled. This selection enables or disables the schedule for emailing the report.
- Click OK. If you are scheduling email of a saved report, your configuration is saved. Instead, if you are scheduling email of a report or dashboard template, the Save Template as Report pop-up is displayed.
- Enter the report name and select the folder (default /Home/My Reports) where the report instance can be saved.
Use New Folder to save the report instance in a new folder.
- Click OK to save the email schedule.
