Email dashboard reports
Any dashboard can be delivered to your inbox on a schedule. The email contains a rendered snapshot of the dashboard as it looked at send time, so the morning numbers are in front of people who never open a BI tool.
Subscribe
- Open the dashboard and choose “Subscribe” from its action menu.
- Pick a frequency: daily, weekdays, weekly, or monthly.
- Pick the send time (5-minute steps) and your timezone.
An envelope icon appears in the dashboard header while you are subscribed; select it to change the schedule or unsubscribe. Every email also carries an unsubscribe link.
How it behaves
- Subscriptions are personal: each member chooses their own dashboards and schedule, and the snapshot is generated from the dashboard’s shared state.
- QuickViews cannot be subscribed to; publish a dashboard first. That keeps scheduled email tied to content the team actually maintains.
- The snapshot is rendered server-side at send time, one render per dashboard per scheduled send, regardless of how many people subscribe.