Scheduling Tables for email

  • 8 July 2020
  • 3 replies


I know I have the option on the KPI Dashboard to schedule PDF’s of the dashboard but is there a way to schedule the emailing of a table visualization at a certain definable frequency? 


Best answer by Joseph Heun 8 July 2020, 23:55

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3 replies

Userlevel 3

Scheduled Emails can be set up so you are able to send out one or multiple reports to your project users. You can also include full dashboards to be included as well:

Unfortunately, if you are looking to send a specific individual report from the Analytical Designer, or a KPI dashboard, this is not possible. Only full KPI Dashboards are able to be sent out as scheduled emails. 

Hi Joseph, 

Thank you for your response. I do not see what is described in the article referenced. 


Userlevel 3

Hi Leilani,

This looks like you are operating under a Free account, and therefore will only be able to schedule KPI Dashboards. Specific documentation on this can be found here: