How to schedule custom dashboard exports

Export or download workbook contents to share with stakeholders. You can choose from a variety of methods, formats, and destinations:

• Download workbook data on demand.
• Schedule an export to one or more destinations.
• Send a scheduled export on demand.

You can export any of the following:

• An entire workbook.
• A single page of a workbook.
• A specific element of a workbook.
• If you own or have “Can edit” permission on a dashboard (workbook), you can share the workbook with co-workers and teams.

Download data on demand

1. Open the Analytics in the web dashboard.
2. Select the report you want to share under “My documents” in the left panel.
3. Select the hamburger menu in the bottom left corner of the report.
4. Select Export.
5. Under Attachment, choose what you want to export as an attachment. Select a page, elements, or the entire report to download. 
6. Select a supported file format: Excel, PDF, PNG.
   • For Excel downloads, check “Include metadata” to include the report info, such as name, date & time of export.
7. Select Export or the export icon.

Email export on demand

1. Open the Analytics in the web dashboard.
2. Select the report you want to share under “My documents” in the left panel.
3. Select the hamburger menu in the bottom left corner of the report.
4. Select Export.
5. Under Attachment, choose what you want to export as an attachment. Select a page, elements, or the entire report to download. 
6. Select a supported file format: Excel, PDF, PNG.
   • For Excel downloads, check “Include metadata” to include the report info, such as name, date & time of export.
7. Select the email icon in the top right corner of the module.
8. Add the email address(es) separated by a comma.
9. Include an email subject & message.
10. Review the selected attachments. Make any necessary changes.
11. Select Export.

Schedule email reports

Watch the tutorial below or follow the steps outlined in the guide to learn how to schedule export reports. 

1. Open the Analytics in the web dashboard.
2. Select the report you want to share under “My documents” in the left panel.
3. Select the hamburger menu in the bottom left corner of the report.
4. Select Schedule exports.
5. Select Add schedule.
6. Add the email address(es) separated by a comma.
7. Include an email subject & message.
8. Under Attachment, choose what you want to export as an attachment. Select a page, elements, or the entire report to download.
9. Select a supported file format: Excel, PDF, PNG.
   • For Excel downloads, we recommend selecting “Include metadata” to include the report info, such as name, date & time of export.
10. Under Frequency, set the delivery schedule: daily, weekly, monthly, or custom.
    • For Daily, add a time and how often to send an email.
    • For Weekly, select which days of the week to send an email.
    • For Monthly, select which day of the month to send an email and the time of day.
    • For Custom, specify a schedule using cron syntax. See Set up a custom delivery schedule.
11. Adjust the default timezone if necessary.
12. Choose how often to send the report: always or only if a condition is met. See Schedule a conditional export or alert.
13. (Optional) Depending on the attachment formats that you select, you can configure more options like combining attachments, sending attachments in a zip file, and more. See Configure additional options for exports.
14. (Optional) Select the checkbox for Customize control values to filter the exported data according to the value of one or more workbook controls. See Configure additional options for exports.