Share your Report or Dashboard

  • Updated

Once you have created your Report or Dashboard, you can share it externally via email. 

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How to share your Report or Dashboard

  1. Under Insights, go to the All Insights page
  2. Open the Report or Dashboard you want to share
  3. Tap the more_vert.png icon
  4. Tap Schedule Delivery
  5. Enter your recipients email address
  6. Change Reoccurance to Send now
  7. Send Now

 

Schedule when to share your Report or Dashboard

You can also configure the report or dashboard to be sent automatically following a set schedule that you define on a monthly, weekly, daily, hourly or minute schedule. 

  1. Under Insights, go to the All Insights page
  2. Open your Report or Dashboard that you want to share
  3. Tap the more_vert.png icon
  4. Tap Schedule Delivery
  5. Enter your recipients email address
  6. Change Reoccurance as desired
  7. Send Now

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