Insights email schedules: Global vs Private

Question

What is the difference between global scheduled and private schedules in Insights?

Answer

While we have a great article which provides step by step guidance on how to share reports and create scheduled emails in Insights, the aim of this article is to compare two available scheduling options: Global and Private. The following comparison chart will help you to decide which option to choose.  

	Global Schedules	Private Schedules
Who can be set as the recipient?	Agents	Agents and End-users
What can be included in the scheduled email?	- Dashboard Tabs (PDF) - Reports (Inline, PDF, CSV, XLSX)	Dashboard Tabs (PDF)
Which time zone is used?	Pacific Standard Time (PT)	Your local time
How to create a schedule?	Emailing scheduled reports to agents	Emailing scheduled dashboards
How to view/update existing schedules?	Viewing and editing existing schedules
Are the created schedules editable?	Yes	No, private schedules are view only.
Which dashboard/report version will be reflected in the email?	The current state will be reflected, not the version of the dashboard or report at the time of scheduling the email. For example: - If you add new objects to the dashboard or report between scheduling the email and the recipient receiving it, the dashboard tab or report will reflect the version at the time the email is received. - if you set the schedule a while ago but have since added a report and additional filter to the dashboard this update will be reflected on the next scheduled email.
Will the emailed dashboard be filtered in the same way for every recipient?	Depending on the "save filter selections" dashboard feature there are two scenarios.  Note: Save filter selections can be enabled on each dashboard in Actions > Settings. Save filter selections enabled No, The dashboard will be filtered accordingly to the recipient's profile. For example, if John has set the dashboard date filter to May, only data for this date range will be reflected on the email he'll receive. Save filter selections disabled Yes, the dashboard will be filtered identically for all recipients via default filter values.	Yes, the dashboard will be filtered identically for all recipients via filter values selected at the point of scheduling.