Scheduling a View

Views can be scheduled to be distributed via email on a regular basis. These reports can either link to live, up to the minute data, or can be a frozen-in-time reflection of the data at the moment the report is emailed.

Scheduling a View

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

The following options will be available in the dialog:

1. Publish - Options that define the report the user will receive.
   • Title - The title shown at the top of the report linked to by the email. Accepts Variables.
   • Subtitle - Check to add a subtitle beneath the report name. Accepts Variables.

   

   • The published view will be
     • Frozen - keep a data snapshot - the report that the user receives will reflect the data at the time the report is generated, regardless of when it's received.
     • 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 from the recipient; see Managing Users for information on how to set up user accounts.
2. Distribute - Options that define who will receive the report, and the contents of the report email.
   • Email To - The email addresses that will receive the report. The auto-complete will suggest users within Explore Analytics. After typing in a user's email address, press "Tab" to wrap the user email:

     

   • Email Subject - The subject line of the email that will be sent to the user. Accepts Variables.
   • Email Content - The body of the email that will be sent to the user. Accepts Variables.
3. Schedule - Options that define the schedule the email will be issued on.
   • Repeat - The regularity of report distribution. Options are:
     • Daily
     • Weekly
     • Monthly
   • Every ___ Days/Weeks/Months - The number of days, weeks, or months between distributions (depending on the value of Repeat).
   • Day Picker (if weekly) - If weekly, select the check-boxes for the days of the week that the report will be sent on. For example, the following indicates a report that will be sent Monday, Wednesday, and Friday:

   

   • Day Picker (if monthly) - If monthly, select the drop-downs that correspond to the day of the month that the report will be sent on:

   

   • 'At - Time of day that the report will be send on (on the days indicated above) according to the twenty four hour clock (between 00:00:00 and 23:59:59).
   • End Repeat - Determines if there is an end to the regular report scheduling. Choices are:
     • Never - The report will continue indefinitely. Users with access to My Scheduled Jobs can remove these jobs at a later time.
     • On A Specified Date - The report will continue until a date selected in the field below.
   • End Repeat Date - If On A Specified Date is selected, select the date using the date picker that the report will cease being emailed.
   • Time Zone - The timezone to use for all of the dates and times selected above.