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Schedule Email Delivery of a Dashboard

Send a dashboard PDF to stakeholders on a repeating schedule (for example every Monday morning).

Steps

  1. Open Dashboards and select the legacy (V1) dashboard to send.
  2. Open settings for that dashboard.
  3. In the scheduled email / snapshot section, add recipient addresses.
  4. Pick a schedule (preset or custom cron) and save.

Learn more

See Scheduled Email Snapshots for behavior, requirements, and how PDFs are generated.