Distributing, Sharing, Scheduling, and Alerting > Scheduling Emailed Reports and Dashboards
  
Version 10.0.01
Scheduling Emailed Reports and Dashboards
When you schedule a report or dashboard, you actually are configuring it to run and be emailed at regular intervals. To schedule a report or dashboard, you must first save it. After generating, you can configure it to run and be emailed on a regular basis.
Emailing exported data is limited to the first 20,000 rows. Reports longer than 20,000 rows are truncated when exported for email. The report output (PDF, HTML, CSV, etc.) displays the message “Data in this report has been truncated.” See Customizing the Maximum Number of Lines for Exported Reports.
To email a report or dashboard at regularly scheduled intervals
1. Generate a report/dashboard and save it. See Generating Reports.
2. Click Actions and select Email. The Email Report dialog box is displayed.
See Emailing Reports and Dashboards for email parameter descriptions.
3. Click Schedule. The Email on a Schedule dialog box is displayed.
 
4. Specify your delivery settings:
Email as
• Choose the preferred output format: HTML, CSV, Excel, Text, HTML image, PDF, or XML (.xml). Selecting Text provides the option to set a delimiter and use quotes in the emailed file.
Note: XML is not available as an export type for dashboards.
Email to
Provide a comma-separated list of email addresses.
Add live link
You can add a link to the report within the Portal. After logging in, a user can view the report within the Portal.
Subject
Specify an email subject if you want to override the report title.
Email
• On a defined schedule - Master schedules can be configured and then applied to reports. Modifications to a master schedule will automatically be applied to all the reports associated with that master schedule. See Configuring Master Schedules.
• Hourly - Select 1, 2, 3, 4, 6, or 12 hours.
• Daily - At: hour/minute. Select a specific run time.
• Weekly -
• On every. Check the day(s) on which the report will run.
• At: hour/minute. Select a specific run time.
• Monthly -
• On the. Select the day on which the report will run.
• At: hour/minute. Select a specific run time.
Email if empty
This option is available only when you are scheduling a tabular report to be emailed at regular intervals. Sometimes reports might not have any data. If you don’t want to email empty reports, choose No.
Run Status
Select Enabled or Disabled. This selection enables or disables the schedule for emailing the report.