Sending Dashboards as Email Reports

Applicable to Sisense on Linux and Microsoft Windows

After you share your dashboard, you can configure the Sisense Scheduler to send periodic email reports containing a static version of the dashboard that can be clicked to access the dashboard or PDFs containing images of your dashboard.

From your dashboard, you can configure how many emails the Scheduler sends and when.

Note: By default, the ability to manage subscription settings is turned on at the system level. However, dashboard owners must still unlock this feature on a per-dashboard basis.

To test how the report is to be displayed to your shared users, in the Shared Dashboard window, click the Send me a report now link, which generates an email report sent to your email address immediately.

If any of your widgets in your dashboard fail to load, your dashboard report recipients receive the report with an error message displayed in the location of the widget that failed to load. The error message recommends that the user contact their Sisense Administrator.

To schedule email notifications:

  1. In your dashboard, click the Share icon to display the Share window.
  2. In the Shared Dashboard window, click the tab.

  3. Select the type of report you want to send. There are two types of email reports you can send:
    Email Report: The email report is attached as an image file.
    PDF Attachment: The email report is attached as a PDF. You can define how the dashboard is to be displayed in the PDF through the PDF Report Settings page by clicking Edit/View PDF Report. For more information, see Customizing PDF Reports.
  4. In the Schedule area, select the frequency for sending email notifications. You can select one of the following options:
  5. Option Description
    Every ElastiCube update. Limit to X emails per day Select to send a report each time you update the ElastiCube up to the amount of emails you define in the Number box.
    In the Number box, type or select the amount of emails that can be sent a day, regardless of the amount of builds.
    Daily Select to send one email report according to the time you define.
    In the Everyday box, select the days the scheduled report is to be sent. You can select multiple days by clicking the day.
    Select the Hour that the email is to be sent on the days you selected.
    Monthly Select to send one email report according to the time you define.
    In the Everymonth box, select the month the scheduled report is to be sent. You can select multiple months by clicking the month or select Every month to send a report each month.
    Select the Hour and day of the month that the email is to be sent in the months you selected.
    If you select only days that do not exist in the month, such as February 29, 30, or 31, no report is sent for that month.
  6. Click Save.