# Schedule a Report or Dashboard

## Growth Merchants

Merchants under a Daasity Growth license can schedule Reports and/or Dashboards within the Daasity Interface by following these steps.

### Create New Schedule

{% hint style="success" %}
If you are Viewing the Dashboard that you want to Schedule - **Click the Copy Dashboard Dropdown Menu in the top-right corner and Click New Schedule.**
{% endhint %}

<figure><img src="/files/KKp117zvkQRkx3SnAMzb" alt=""><figcaption><p>Click New Schedule</p></figcaption></figure>

{% hint style="success" %}
You can also Click Schedule from the Side-Menu Bar > New Schedule > Choose the Dashboard you want to Schedule.
{% endhint %}

<figure><img src="/files/ZCG1NCM56xCyNxwQbl7h" alt=""><figcaption><p>Choose Schedules </p></figcaption></figure>

<figure><img src="/files/HCkLDMxXYvqw761XKH2W" alt=""><figcaption><p>New Schedule</p></figcaption></figure>

<figure><img src="/files/CCMRquI2sbIglDcRjlzN" alt=""><figcaption><p>Choose the Dashboard You want to Schedule</p></figcaption></figure>

### Set Schedule Parameters

<figure><img src="/files/qkuBLNzsMZoYVxaUbLBg" alt=""><figcaption><p>Set Schedule Parameters</p></figcaption></figure>

### Data Format and Recipients

Choose the Data Format PDF or Visualization and Add the recipients' emails.&#x20;

<figure><img src="/files/05C1HMEHz7PI8LJiQKbA" alt=""><figcaption><p>Enter Format and Email Addresses</p></figcaption></figure>

{% hint style="success" %}
A PDF Format is recommended because it will send the Dashboard as a PDF Attachment. Visualization will Embed the Dashboard in the Email body
{% endhint %}

{% hint style="success" %}
To Add Multiple Recipients Enter each one and click ADD one at a time.
{% endhint %}

### Set Schedule Cadence

<figure><img src="/files/WkWdpNFIYm6rOsYK7LYo" alt=""><figcaption><p>Choose When You Want to Send The Dashbard</p></figcaption></figure>

### Create Schedule

<figure><img src="/files/n4XIkGzq0tX9poVEuYl8" alt=""><figcaption><p>Click Create to Save the Schedule </p></figcaption></figure>

## Enterprise Merchants

### Choose the Dashboard You Want to Set a Schedule For

{% hint style="success" %}
Click the Three Vertical Dots in the top-right corner to Open the Dashboard Menu > Click Schedule Delivery.
{% endhint %}

<figure><img src="/files/BJ4cUGli0tcrfqgmLBC2" alt=""><figcaption><p>Click The Three Vertical Lines to Open the Dashboard Menu</p></figcaption></figure>

<figure><img src="/files/CGI6Mvouq9hIU6SOpcpK" alt=""><figcaption><p>Click Schedule Delivery Under the 3 Vertical Dots Dropdown Menu</p></figcaption></figure>

### Choose the Schedule Settings

<figure><img src="/files/rdRttLUqOQyXIlSBisJc" alt=""><figcaption><p>Fill out Schedule Settings</p></figcaption></figure>

### Set Schedule Cadence

<figure><img src="/files/Wo3yoPAyJMMH5jVaLwje" alt=""><figcaption><p>Choose When To Send The Dashboard</p></figcaption></figure>

### Data Format and Recipients

<figure><img src="/files/xzDaZaWZ6MG9srlJFly7" alt=""><figcaption><p>Add Recipients' Email Addresses and Choose the Format</p></figcaption></figure>

{% hint style="success" %}
A PDF Format is recommended because it will send the Dashboard as a PDF Attachment. Visualization will Embed the Dashboard in the Email body
{% endhint %}

{% hint style="success" %}
Use comma separation to Add Multiple Recipients
{% endhint %}

### Set Advanced Options if Applicable&#x20;

<figure><img src="/files/ujodrNhT7uybVwbmPnHT" alt=""><figcaption><p>Add a Custom Message</p></figcaption></figure>

### Click Save to Set Your Schedule

<figure><img src="/files/eLpbW0Cfzz95BmtobPOH" alt=""><figcaption><p>You Can Test The Schedule Before Saving</p></figcaption></figure>


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