Email reports and dashboards
Note:
On a Linux Portal server, to ensure proper rendering of reports that are emailed or exported as HTML images or PDF files, a graphics manager such as X Virtual Frame Buffer (XVFB) is required. Contact your IT organization to configure this capability, if you plan to export/email reports as HTML images or as PDF files.
After you generate a report and it renders, you can choose to instantly email the report. You can email a report to yourself, other individuals, or a distribution list. You can also schedule a report to be mailed regularly.
See Schedule email of reports and dashboards.
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." You can revise default number of rows by modifying the portal.properties file.
See Known Limitations for Donut Charts.
To email reports or dashboards
- Generate the report or dashboard.
See Generate reports.
- Click Actions and select Email. The Email Report or Email Dashboard dialog box is displayed.
You can email the report or dashboard immediately.
- In the Email Report dialog box, specify your delivery settings:
Email as
HTML (.html). Use this format if you want to export this data as a web page.
CSV(.csv). Use this format to export tabular data to a spreadsheet or a database application such as Microsoft Access.
Excel (.xlsx). Similar to the CSV export, this file supports MS Excel-specific features.
PDF (.pdf). This read-only file lends itself to distribution and printing.
XML (.xml). Accesses the web page components.
Note:
XML is not available as an export type for dashboards.
Text (.txt). Produces a basic text file of the report. A text file of the report/dashboard. This selection provides the option to set a delimiter and use quotes in the emailed file.
Email to
Provide a comma-separated list of email addresses. Verify all email addresses are valid.
Subject
Specify an email subject if you want to override the report title.
Add live link
You can add a link to the report within the Portal. After logging in, a user can view the report in the Portal. In environments where SSL is enabled, a configuration change is required to ensure that this link is secure. See the System Administrator's Guide for details on modifying the portal.properties file.
