Overview 

You can have a custom dashboard’s report emailed automatically on a schedule, so stakeholders receive it without logging in. From the report configuration you enable Auto Email, set the send schedule—such as a specific day of the month, day of the week, and time—and enter the recipients, subject, and content. This turns a dashboard into a recurring, hands-off report. 

Before You Start 

You need access to the Dashboard and permission to create or edit dashboards. Decide on the schedule, recipients, and the subject and content of the email before you start. 

How to Schedule Report Emails

1. In the left navigation menu, select Dashboard. 

2. Click the report icon in the top-right corner. 

3. Click the plus (+) icon to create a new dashboard, or the pencil icon to edit an existing one. 

4. Turn on the additional configuration options for the report. 

5. Check the box to enable Auto Email. 

6. In the Send Time field, select Month for the schedule. 

7. Select the day of the month from the list. 

8. Choose the day of the week from the list. 

9. Set the time for the email. 

10. Enter the recipient email address. 

11. Enter the email subject and content. 

12. Click Create to complete the setup. 

Tips and Things to Know

• Auto Email turns a dashboard into a recurring, hands-off report. 

• Set the schedule (month, day, time) to match when stakeholders need the numbers. 

• Write a clear subject and content so recipients know what they’re getting. 

• Great for keeping managers informed without giving everyone app access. 

Frequently Asked Questions