Emails can be scheduled with dashboards as PDF attachments and/or CSV attachments.
To access click on the Settings option from the left hand menu --> Email Reports.
Add in the Email subject, Senders (comma separated emails) and email body (text or HTML).
- Select the User to run the report as (available to admin users only - allows the report to be run with lower privileges)
Select one or more dashboards to send from the dropdown below as PDF. Tip: To set a custom header/footer to the PDF, add the HTML Header/Footer in the dashboard settings.
For CSV attachments, click on Add CSV Attachment. Select the dataset and the name associated to that dataset. If you wish to transform the data from the dataset use the optional Cloud9QL query box.
- Enter any User Content Filters that you may wish to enforce. This controls the data contained with the report to only that applicable to the recipient.
Specify a schedule to send the report on.
Note that Email Schedules can also be shared with other users explicitly by clicking on the Share icon. Only users with access rights to the underlying data assets will be shown in the dropdown for selection.
PDF export of Dashboard
User can export dashboard as PDF file at any time. When user is logged in and have opened dashboard, navigate to top-right menu "Share", then click "Export as PDF" button to download PDF file. Generating of PDF could take some time before downloading.
If user is an "view-only" user then it doesn't have "Share" button on top bar, but have separate "Export as PDF" button at top bar.
If dashboard is shown as embedded OEM dashboard (see Embedding/OEM), and it is configured to show header bar and action buttons, then one of the button is "Export to PDF" will export dashboard to PDF file.
The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the chosen email.
Below is a test sample of how the common setup looks like and the email that's actually sent to the specified account.
The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the endpoint of your own application. The endpoint should be able to accept multipart form data as the results are sent separately as files of different content.
content-type of application/pdf for dashboard results; content-type of text/csv for dataset results;
The following service provides you with free functional testing and validation facilities of the structure and content of the requests that'll be sent to your real endpoints.
Below is the test sample of how the common setup looks like and the requests that're actually sent to the specified url
The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the list of public channels of your slack workspace together with an alert message.
Below is the test sample of how the common setup looks like and the results that're actually sent to the specified slack channels