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Email Schedules

Using email schedules to setup report/dashboard to be send to you or your partners via email everyday

Automated Email Schedules

Email Schedules allow admins/analysts to schedule a report/dashboard to be send to a group of recipients via email. The feature can apply to multiple use cases such as:

  • Daily summary metrics email to send to management team every morning.
  • Weekly export of data via email to multiple external partners outside of your company (with each partner only see their own data).
  • Email alert so you get email notification when something wrong happens.

Managing Email Schedules

You can manage email schedules 2 ways:

  • Individual Report/Dashboard: In report/dashboard view page, click on Settings > Email Schedules.
  • All Email Schedules: Click "Email Schedules" on the left navigation.

Email Schedules Management

Setting Up Email Schedule

To setup email schedule for a report/dashboard, in the report/dashboard view page, click on Schedules icon > Add Email Schedule

New email schedule

You will see the following form:

Email schedule form

In order to set up your email schedule, you need fulfill following information:

  • Recipients: List of email addresses
  • Schedule: Select your scheduling here (every X hours, daily, weekly, monthly, etc)

In additional, you can optionally customize your schedule by modifying these options:

  • Email Content: Include Email Subject and Email Body. If you left the subject blank, we will use the title of report/dashboard as default
  • Attachments: By using attachments, you can include PNG/PDF/Excel... file in your email schedules for data preview purpose
  • Link to Dashboard: By checking this box, you can include link to Dashboard in your email as well

Note:

  • It's likely that the email will not arrive at the exact timing scheduled, this is because they need to wait for the query to execute.
  • We use a reliable third party email service to deliver email. If for some reason when sending the email we cannot reach the 3rd-party service, we retry up to 3 times before raising error.
  • Even if the reports have cached data, email schedules will bypass the cache and re-execute the queries. This is to ensure it'll get the most up-to-date data.

Setting Up Preferred Timezone

For a more intuitive scheduling experience, you can set your time zone preference by going to the user menu on the top right and click on My Account. Choose your preferred timezone from "Time Zone" panel and click on "Select" button.

User settings

Note: this is your personal timezone and is meant for displaying purpose

Dynamic Variables

We support 2 variables {{$today}}, {{$yesterday}} that you can pass in the email body and subject. This helps you easily keep track the date the email is sent.

Example: A subject like this Sales report for {{$today}} will become Sales report for 2018-05-8 Tue when it is sent

Email Schedule Settings

Setting Sender Name & Email Address

We allow customizing sender name and address of these scheduled email. You can find this in Admin Settings.

Failure Notification

If for some reason, the email schedule fails to run and deliver, the report owner will be notified via email on the failure.

Failure Notification

If you want to add your Data team mailing list to the group, you can set the Email Failure Recipients List option (in Admin Settings)

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Note

Email Schedule always uses updated data from the user's database (does not fetch data from our cache).

Updated 6 months ago

Email Schedules


Using email schedules to setup report/dashboard to be send to you or your partners via email everyday

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