Scheduling: Dashboards

Required Permissions Level: Create/Modify Dashboard Tabs

 

If you need to set up a schedule for receiving a copy of your dashboard tab or set it up to send to someone, the steps below will help you build this out:

**Please note that Realtime dashboards are not able to be set up for scheduled emailing at this time**

Step 1: Select Edit Dashboard

Step 2: Select Email Tab

 

 

On the pop up box you will need to click on either New Schedule or Send Now.

If you choose Send Now your options will look like this:

 

Step 1: Select who the email of the dashboard tab will go to.  You may enter as many email addresses as you wish, just ensure they are separated by a comma and space.  Additionally, you can also enter in an FTP or HTTP URL for the file to be delivered directly to that location.  

Step 2: Give the report a custom subject.  If you choose not to give it a subject it will default to the Dashboard Name+Date+Time.

Step 3: Give your report a message for the recipient.

Step 4: Select Send Now

 

If you choose New Schedule your options will look like this:

 

 

Step 1: Input who the email of the dashboard tab will be going to separated by a comma and space.  You may enter as many email addresses as you wish, just ensure they are separated by a comma and space. Additionally, you can also enter in an FTP or HTTP URL for the file to be delivered directly to that location.  

Step 2: Give the report a custom subject.  If you choose not to give it a subject it will default to the Dashboard Name+Date+Time.

Step 3: Give your report a message for the recipient.

Step 4: Set up the time of day and change the timezone, if the person receiving the report is in a different timezone than displayed.  Next, specify the cadence for the dashboard to be emailed. From the drop down you can choose every day, specific day or days of the week, or specific day or days of the month, and select Save.

 

If you have any questions regarding Brightmetrics' ShoreTel Reporting and Data Analytics Services, please email us at support@brightmetrics.com

 

Related Articles: Scheduling:On Demand Reports

 

 

 

 

 

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