Difference between revisions of "Scheduling a View"
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Guy.yedwab (talk | contribs) (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") |
Guy.yedwab (talk | contribs) |
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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. | ||
− | + | To schedule any view, navigate to the view and click the "Schedule" button: | |
[[Image:Schedule.png]] | [[Image:Schedule.png]] | ||
+ | |||
+ | The following options will be available in the dialog: | ||
+ | |||
+ | #Publish | ||
+ | #*'''Title''' - The title shown at the top of the report linked to by the email. | ||
+ | <!--#*[[Image:Schedule1.png]] | ||
+ | #*'''Subtitle''' - Check to add a subtitle beneath the report name | ||
+ | #*'''The published view will be''' | ||
+ | #**'''Frozen - keep a data snapshot''' - the report that the user receives will be frozen in time when the report is generated. | ||
+ | #**'''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. | ||
+ | #*'''Require the user to log in to see the view''' - Requires authentication; see [[Managing Users]] for information on how to set up user accounts. | ||
+ | #Distribute | ||
+ | #Schedule |