Scheduled dashboard email reports send a dashboard to recipients on a recurring schedule.
Report frequency
Dashboard reports can be scheduled:
- Daily
- Weekly
- Monthly
Weekly reports can use a selected weekday. Monthly reports can use options such as the first day of the month, the 15th of the month, or the last day of the month.
Report time
Reports are scheduled by time. Confirm the timezone behavior for your account and recipients when choosing delivery times.
Recipients
Add one or more email recipients. Use test emails to confirm the report renders as expected before relying on the schedule.
Recommendations
- Keep report dashboards focused and readable.
- Use filters and default values to control the report context.
- Use clear dashboard titles because they appear in recipient workflows.
- Send a test report after changing dashboard layout or report recipients.