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