Insights offers a feature to schedule automated email delivery of dashboards, insights, or reports, allowing users to share data and visualizations with stakeholders on a recurring basis.
Note that emails can be sent out to users that are not Insights users.
Here is a guide on how to schedule emails:
Step 1: Access the Scheduling Options
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Navigate to the dashboard, insight, or report that you want to schedule for email delivery.
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Click on the "Schedule emailing" (dashboards) or "Schedule export" (insights) option, typically located in the toolbar or menu of the dashboard or insight.
Step 2: Configure the Email Schedule
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Select recipients (users, groups, or email addresses) and set the delivery frequency (daily, weekly, monthly, or custom).
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Choose the start date and time, and customize the email subject and message as needed.
Step 3: Choose the Delivery Format
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Select the format for email delivery (e.g., PDF, Excel, CSV, HTML) based on recipient preferences.
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Save the schedule to activate the email delivery with the specified frequency and start date.
Step 4: Manage and Modify Scheduled Emails (Optional)
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If needed, you can manage and modify the scheduled emails by accessing the scheduling settings.
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This includes options to update recipients, change the delivery frequency, adjust the delivery time, or cancel the schedule if no longer required.
A private overview of scheduled emails can be found in the Manage tab under Emailing dashboards