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. If the Email Content does not contain ${link}, the email will not link back to the report.
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.

Variables

Some of the options noted above provide the ability to include variables. All variables are in the format ${variable}. These variables will auto-populate with the appropriate value at the time that the report is issued. Variables available are:

• ${title} - The report title.
• ${date} - The date at the time the report is issued.
• ${link} - The link back to the report.

My Scheduled Jobs

Once jobs are scheduled, users can navigate to Admin > My Scheduled Jobs to see a list of previous scheduled jobs: