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Scheduling a dashboard report in IWS Insights
Summary:
Learn how to automatically generate and send dashboard reports to yourself or others using the Scheduled Reports feature in Damstra Insights. You can customize the format, recipients, and frequency of delivery.
Steps:
Step 1: Log into Damstra Insights with Creator access.
Step 2: Click Library from the top navigation banner.
Step 3: Locate the dashboard you want to schedule in the dashboard list.
Step 4: Click the Schedule icon in the dashboard’s Schedule column.
The Scheduled Reports dialog appears, showing any existing schedules.
Step 5: If no schedules exist, click New Schedule to create one.
Step 6: Fill in the schedule details:
| Field | Description |
|---|---|
| Name | Enter a name for the scheduled report. |
| Format | Choose a format: PDF, PNG, XLSX (Raw Data or Visual Data). |
| To | Add recipients by typing their name or email. Select from existing users or manually enter external email addresses. Click the Add icon (!Picture16.png) to include them. |
| Subject | Enter a subject for the email. Defaults to “ Schedule Report.” |
| Message | Optionally add a message to the email. |
| Frequency | Choose how often to send the report: Daily, Weekly, Monthly, Periodically, Days, or Run Once. |
| Day(s)/Month(s) | (For Days/Periodically) Select specific days or months. |
| Run Time | (For Daily/Weekly/Monthly) Set the time of day to send the report. |
| From / To | (For Daily/Weekly/Monthly) Set the start and end dates. |
| Run on the | (For Weekly/Monthly) Choose the day of the week or date of the month. |
| Date | (For Run Once) Select the date to send the report. |
| Run Now | Toggle this switch to send the report immediately in addition to the scheduled time. |
Step 7: Click Save to save the scheduled report.
The report name appears in the list on the left side of the dialog.
Tips:
- You must share the dashboard before scheduling reports to ensure recipients have access.
- External recipients receive data based on the scheduler’s access permissions. Internal users receive data based on their own permissions.
- You can also schedule reports directly from the toolbar when viewing a visual.
Related articles:
- How to share a dashboard
- How to cancel a subscription