Scheduling Emails for KPI Dashboard Reports

Getting access to summary dashboard is a great way to stay on top of your program completion metrics. Dashboard can be set up to be automatically sent to any user in the system. 

After setting up the KPI Dashboard, emails can be scheduled to share the dasbhoard summary data with any user on a regular cadence based on date and timing settings. The dashboard will be sent as a PDF summary giving users eassy access to the data, even when offline.

Follow these steps to set up Scheduled Email Dashboards.

Step 1: Set up the KPI Dashboard. Click on this link to learn how.

Step 2: Navigate to the KPI dashboard

Step 3: Select the “…” on the top right of the dashboard

Step 4: Select the “Schedule emailing”

Step 5: Type in the email of the recipient

Step 6: Include the Subject title, and message.

Step 7: Set up the start date and cadence of the scheduled email delivery of the KPI Dashboard.

Step 8: Select “Schedule”

Please note:

  1. The scheduled email contains a “snapshot” of the KPI Dashboard. If the report contains a ‘table data’ with many rows, the snapshot will only contain a portion of it. 
  2. To be removed from these scheduled emails, the recipient will need to select “unsubscribe” from the email.

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