Reporting › Sharing Data with Other Users › Manage Email Schedules

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 have the role right to schedule emails can also manage email schedules for other users.

Follow these steps:

1. Log in as a user with the role right to 'Send Reports by Email'.
2. Select Admin, System 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.