Schedule Email Delivery of a Dashboard
Send a dashboard PDF to stakeholders on a repeating schedule (for example every Monday morning).
Steps
- Open Dashboards and select the legacy (V1) dashboard to send.
- Open settings for that dashboard.
- In the scheduled email / snapshot section, add recipient addresses.
- Pick a schedule (preset or custom cron) and save.
Learn more
See Scheduled Email Snapshots for behavior, requirements, and how PDFs are generated.