- Destination: Email [default]
- Recipients (1): the email address used to create your account [default]
Additional recipients can be added individually or by typing the addresses int he text box, separated by a comma, and then clicking Add
- run schedule as recipient: [unchecked]
- Message: custom text that will appear above the data in the body of the email
- Other options include:
- Webhook: a simple event-driven notification via HTTP POST
- Address: URL where message will be posted
- Amazon S3: (Amazon Simple Storage Service)
*for more information on Amazon S3, click here.
- Bucket
- Access Key
- Secret Key
- Region [defaults to US East (N. Virginia) - us-east-1]
- SFTP: (Secure File Transfer Protocol)
- Address
- Username
- Password
- Webhook: a simple event-driven notification via HTTP POST
- Recipients (1): the email address used to create your account [default]
- Format:
- Looks:
- Inline
- Table (HTML) [default]
- apply visualization options [enabled by default]
- formatted data values [enabled by default]
Looking to get the data from the scheduled report in the same visualization format that is shown in the platform?
Instead of trying to configure a Table, it is better to send out the Visualization (Image) format, below.
Looking to send out a file with a data table that can be modified using a spreadsheet program?
A more user-friendly option would be to send it out a CSV or XSLX attachment, below.
- Visualization (Image)
Scheduled report appears as it does in the platform, based on visualization type.
- Table (HTML) [default]
- Attachment
- HTML
- Text
- CSV
- JSON
- XSLX
- Send If
- there are results [default]
- there are no results
- there are either results or no results
- and results changed since last run [enabled by default]
- Inline
- Dashboards:
*Inline Images (Single Column) is only available when Destination=Email
- PDF (Tiled) [default]: visualizations are arranged in the same way as they would be on the dashboard, except in a PDF attachment
- PDF (Single Column): visualizations are listed singly, one after another within a PDF attachment
- Inline Image (Tiled): visualizations are arranged in the same way as they would be on the dashboard, except in the body of the email
- Inline Image (Single Column): visualizations are listed singly, one after another within the body of the email
- Looks:
Not sure what format will best suit your needs?
Choose a destination and format option, then click on Send Test.
You'll see a message that it's on its way, and an example of your schedule should be delivered in under a minute.
Once a look or dashboard has been scheduled, it will be indicated in your Browse list:
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