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The system allows sending a snapshot of any of the dashboards to one more email addresses based a defined schedule automatically. The email can include the dashboards as a PDF file attachment or the individual widgets as inline images in the body of the email or both. 

In order to configure dashboard snapshots, follow the steps below:

Step 1 - Validate email sending configuration.

Step 2 - Select the dashboard under Reports \ Dashboards.

Step 3 - Click on the icon to open dashboard configuration on the top right corner on the page.

Step 4 - Under the Snapshot section, enable the Send Snapshot option and configure the snapshot generation and sending.

 

ConfigurationDescription
Send on Each Period Day atDefines the hour and minute when the dashboard will be generated on the defined period day. The dashboards will reflect the same information as it would be opened by the user manually.
Period Settings

Defines the frequency of the periods, the following valid values apply: 

  • Daily
  • Weekly, select the desired day
  • Monthly, select the desired day, make sure you select a valid day for each month
Include

 Defines the format of the dashboards included in the emails, the following valid values apply:

  • Both PDF Attachment and Inline Images
  • PDF Attachment
  • Inline Images
Recipient Email Address Defines the email addresses of the recipients, multiple email addresses can be defined.

Step 5 - Click on the Save button to save the configuration. The system will start generating and sending the snapshot at the next applicable period.

 

 

 

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