Difference between revisions of "Scheduling a View"

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(Created page with "Views can be scheduled to be distributed via email on a regular basis. From any view, click the "Schedule" button to schedule the view: Image:Schedule.png")
 
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Views can be scheduled to be distributed via email on a regular basis.
 
Views can be scheduled to be distributed via email on a regular basis.
  
From any view, click the "Schedule" button to schedule the view:
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To schedule any view, navigate to the view and click the "Schedule" button:
  
 
[[Image:Schedule.png]]
 
[[Image:Schedule.png]]
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The following options will be available in the dialog:
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#Publish
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#*'''Title''' - The title shown at the top of the report linked to by the email.
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<!--#*[[Image:Schedule1.png]]
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#*'''Subtitle''' - Check to add a subtitle beneath the report name
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#*'''The published view will be'''
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#**'''Frozen - keep a data snapshot''' - the report that the user receives will be frozen in time when the report is generated.
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#**'''Live - get fresh data every time''' - the report that the user receives will be live, reflecting the current value at the time it is viewed.
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#*'''Require the user to log in to see the view''' - Requires authentication; see [[Managing Users]] for information on how to set up user accounts.
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#Distribute
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#Schedule

Revision as of 20:17, 4 December 2012

Views can be scheduled to be distributed via email on a regular basis.

To schedule any view, navigate to the view and click the "Schedule" button:

Schedule.png

The following options will be available in the dialog:

  1. Publish
    • Title - The title shown at the top of the report linked to by the email.