Schedule custom dashboard exports

Export or download the contents of a workbook to share them with stakeholders. You can choose from many 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 these:

• An entire workbook.
• A single page of a workbook.
• A specific element of a workbook.

If you own a dashboard (workbook) or have “Can edit” permission on it, you can share the workbook with coworkers and teams.

Download data on demand

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

Email export on demand

1. Open Analytics in the web dashboard.
2. In the left panel, under “My documents”, select the report you want to share.
3. Select the hamburger menu in the bottom left corner of the report.
4. Select Export.
5. Under Attachment, choose what to export as an attachment. Select a page, elements or the entire report to download.
6. Select a supported file format: Excel, PDF or PNG. For Excel downloads, select Include metadata to add the report information, such as the name and the date and time of the export.
7. Select the email icon in the top right corner of the module.
8. Add the email addresses. Separate them with commas.
9. Add an email subject and message.
10. Review the selected attachments, and make any changes you need.
11. Select Export.

Schedule email reports

Watch the video or follow the steps below to schedule export reports.

1. Open Analytics in the web dashboard.
2. In the left panel, under “My documents”, select the report you want to share.
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 addresses. Separate them with commas.
7. Add an email subject and message.
8. Under Attachment, choose what to export as an attachment. Select a page, elements or the entire report to download.
9. Select a supported file format: Excel, PDF or PNG. For Excel downloads, Robin recommends that you select Include metadata to add the report information, such as the name and the date and time of the 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 the days of the week to send an email.
    • For Monthly, select the day of the month and the time of day to send an email.
    • For Custom, set a schedule with cron syntax. See Set up a custom delivery schedule.
11. If you need to, change the default time zone.
12. Choose when to send the report: always or only if a condition is met. See Schedule a conditional export or alert.
13. (Optional) Set more options, depending on the attachment formats you select. For example, you can combine attachments or send them in a zip file. See Configure additional options for exports.
14. (Optional) Select the Customize control values checkbox to filter the exported data by the value of one or more workbook controls. See Configure additional options for exports.