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Manage Email Schedules

Users with the required role rights can set up schedules to send reports by email on a recurring basis. Selected dashboard data is exported in report format and sent to designated users according to a regular schedule.

Users who lack administrative role rights can edit the email schedules that they have created themselves. But if your user account has the required administrative role rights, you can also edit or delete the schedules that other users have created.

Follow these steps:

  1. Log in as a user with administrative role rights.
  2. Select Admin, User Settings, and click Scheduled Emails.

    The Manage Scheduled Emails page opens.

    The page displays the current list of email schedules.

    Note: Tenant administrators only see the items that are associated with their tenant.

  3. Select the email schedule that you want to change, and click Edit.

    The Email Dashboard dialog opens.

  4. View or change the settings for email schedules. For more information, see Set Up a Recurring Email Schedule.
  5. Click Save.