After you share a dashboard, you can notify users of updates by automatically emailing the latest version on a schedule you configure. In this article, you'll learn to email dashboards to other agents, admins, and groups. On Enterprise plans, you can also email dashboards to end users.
This article contains the following topics:
Scheduling a dashboard delivery
After you open a dashboard, you can schedule a delivery to one or more people or groups. To create a schedule, you must have permissions to edit the dashboard.
To schedule a dashboard delivery
- In an Explore dashboard that you have previously shared, click Share, then
select Schedule delivery.
On the Scheduled deliveries page, you'll see any delivery schedules you previously configured.
- Click Schedule delivery.
- On the Schedule delivery page, configure the following options:
-
Frequency: Use the drop-down lists to configure the frequency and
time for when each dashboard delivery should run.
The scheduled time isn’t exactly the same as the delivery time. The scheduled time of a dashboard is the point in time at which the dashboard’s reports are calculated using the data that's currently synced in Explore. Meaning, if you schedule a dashboard for 9 AM, recipients might not get the dashboard until sometime after 9 AM, but the reports they see when they do get the dashboard will reflect the data that existed in Explore as of 9 AM.
For complex reports or large sets of data, it might take some time for the data to be calculated and sent before the dashboard reaches recipients.
Note: If you're scheduling a dashboard that should return data for the entire previous day, make sure to schedule it for 2 AM or later. Explore's data sync can take up to two hours to complete, so scheduling your delivery for 2 AM ensures that the previous day's data has fully synced before the dashboard is sent. -
Run for: Use the drop-down list to select how long the scheduled
deliveries will continue for. The end date for the deliveries is
displayed.
The dashboard owner will be notified when the scheduled deliveries are about to expire. If the dashboard owner is unavailable, admins can manage all created schedules from the All tab in the dashboard library.
-
Format: Select one of the following delivery formats:
- CSV: Sends each report as a comma-separated values (.csv) file. The .csv files for each tab are compressed as a .zip file. The CSV file is limited to 50,000 rows.
- Excel (formatted): Sends the dashboard as an Excel (.xlsx) file for each tab.
Note: Scheduled deliveries have an email attachment limit of 20 MB. If the total attachment size exceeds 20 MB, the email won't be delivered. -
People or groups: Use the drop-down list to select the people or
groups who will receive the dashboard. You can begin typing a group or
user name in the search box, and then select it when it's displayed in
the list.
If you're using Explore Enterprise and want to schedule dashboard deliveries to end users, you must first enable this for each user by adding the explore tag to their user profile. See Scheduling dashboard deliveries with end users.
-
Frequency: Use the drop-down lists to configure the frequency and
time for when each dashboard delivery should run.
- Click Save.
The schedule you configured is displayed on the Scheduled deliveries page.
Recipients of scheduled deliveries are grouped by language and time zone, with one email sent to each group. See Why do Explore scheduled dashboard emails exclude some recipient addresses? If a scheduled delivery fails, a notification email is sent to the owner of the schedule only.
Reviewing and modifying an existing scheduled delivery
From the Dashboards library, you can review and modify scheduled deliveries. Admins can see all scheduled deliveries, but editors can see only their own scheduled deliveries.
To modify a scheduled delivery
- In Explore, click the Dashboard icon (
) in the left sidebar. The Schedules column shows you the number of schedules a dashboard is included in.
- Find the dashboard you want to review the schedule for and select it to open
it. Click Share, then select Schedule delivery
- Make any changes to the delivery details or recipients as necessary. See Scheduling a dashboard delivery for help.
- When you're done, click Update.
Deleting a scheduled delivery
You can delete a delivery you previously configured from the Scheduled delivery page.
To delete a scheduled delivery
- In Explore, click the Dashboard icon () in the left sidebar. Find the dashboard you want
to delete the schedule for and click to open it.
- Select the dashboard you want to delete to open it.
- Click Share, then select Schedule delivery.
- In the Scheduled deliveries window, click the trashcan icon (
) next to the schedule you want to delete.
The schedule is deleted and users will no longer receive emails.