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? |
||
How to view/update 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. |
|
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 Save filter selections disabled |
Yes, the dashboard will be filtered identically for all recipients via filter values selected at the point of scheduling. |
6 Comments
If I created a scheduled emailed report, how can I view/edit/delete a schedule?
Hi Pete,
You can do the following to to view/edit/delete a scheduled email you've set up:
Hope this helps!
I am trying schedule a report from Dashboards for external email address (non-agent). But it turns out I am only allowed to do it for a Single Dashboard. So I have to repeat same schedule for multiple dashboards. I don't want
(non-agent) receive only ONE email with multiple PDF reports (Dashboard reports)?Dan, can you have one aggregated dashboard with tabs cloned from all other dashboards you want to include in your email and then just email all tabs from that dashboard to your recipient?
Also, is your external email address an end-user in your zendesk? I'm not sure you can send to anyone aside from agents/end-users.
Thanks, Dan :)
I did try to do it in that way as what you suggested. But seemed it bring out another problem when I cloned one tab from another Dashboard.Basically now there are two cloned tabs (tab 1 and tab 2) in one Dashboard, i.e. tab 1 is for our Team A, and tab 2 is for our Team B. However, when I chose Team A in the tab 1, I can't choose Team B for the tab 2, because both tabs are changed to same Team at same time. I can't choose A or B individually.
Not sure what I did incorrectly.
@Dan Nie
You may consider sending the scheduled report / dashboard to yourself (or another agent), and set up some auto-forwarding rule on the email side - both Outlook and Gmail support that.
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