Ad-Hoc and Scheduled Exports

Easily share dashboard insights with users through ad hoc and scheduled exports.

Ad Hoc Exports:

• Each visualization features a "Send Now" button, enabling users to swiftly share information.
• Users can specify recipients, subject lines, messages, and choose elements (KPIs, charts, tables) to send in various formats.

Scheduled Exports:

• Click the "Schedule Exports" button on visualizations to set up recurring data deliveries.
• Users can specify recipients, subject lines, messages, and choose elements (KPIs, charts, tables) to send in various formats.
• Set export frequency: daily, weekly, monthly, or custom intervals.
• Define specific times of day and time zones for scheduled exports.

Effortlessly keep your team in the loop, delivering insights directly from the dashboard.