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.
You can also Click Schedule from the Side-Menu Bar > New Schedule > Choose the Dashboard you want to Schedule.
Set Schedule Parameters
Data Format and Recipients
Choose the Data Format PDF or Visualization and Add the recipients' emails.
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
Create 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.
Choose the Schedule Settings
Set Schedule Cadence
Data Format and Recipients
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
Click Save to Set Your Schedule
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