Schedule a Report or Dashboard

You can set a schedule to email a report or dashboard to team members who may or may not have access to Looker and/or Daasity

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

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.

Click New Schedule

You can also Click Schedule from the Side-Menu Bar > New Schedule > Choose the Dashboard you want to Schedule.

Choose Schedules

New Schedule

Choose the Dashboard You want to Schedule

Set Schedule Parameters

Set Schedule Parameters

Data Format and Recipients

Choose the Data Format PDF or Visualization and Add the recipients' emails.

Enter Format and Email Addresses

A PDF Format is recommended because it will send the Dashboard as a PDF Attachment. Visualization will Embed the Dashboard in the Email body

To Add Multiple Recipients Enter each one and click ADD one at a time.

Set Schedule Cadence

Choose When You Want to Send The Dashbard

Create Schedule

Click Create to Save the Schedule

Enterprise Merchants

Choose the Dashboard You Want to Set a Schedule For

Click the Three Vertical Dots in the top-right corner to Open the Dashboard Menu > Click Schedule Delivery.

Click The Three Vertical Lines to Open the Dashboard Menu

Click Schedule Delivery Under the 3 Vertical Dots Dropdown Menu

Choose the Schedule Settings

Fill out Schedule Settings

Set Schedule Cadence

Choose When To Send The Dashboard

Data Format and Recipients

Add Recipients' Email Addresses and Choose the Format

A PDF Format is recommended because it will send the Dashboard as a PDF Attachment. Visualization will Embed the Dashboard in the Email body

Use comma separation to Add Multiple Recipients

Set Advanced Options if Applicable

Add a Custom Message

Click Save to Set Your Schedule

You Can Test The Schedule Before Saving