Scheduling a View

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:

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.
   • 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.
2. Distribute
3. Schedule