Scheduled Dashboards

this document provides an overview of scheduled dashboard delivery, including set up filtering, and finding scheduled content scheduled dashboards can be configured on the plus, enterprise and legacy plus plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ how to create a scheduled dashboard delivery click on the scheduled delivery button in the top right corner of the dashboard, then click on add scheduled delivery screen cast 2023 07 25 at 2 43 35 pm gif if you are viewing a dashboard that has been pinned to your home page, you will need to click the edit button first in order to access the scheduled delivery button then click on add scheduled delivery screen cast 2023 07 25 at 2 50 44 pm gif screen shot 2023 07 25 at 3 14 45 pm png once a scheduled delivery has been added to the dashboard, you can configure the following when the dashboard should be delivered how the scheduled dashboard will be delivered who will receive the dashboard apply any filters select the delivery format enter a title (required) add message content determine who the sender is when the dashboard should be delivered select the cadence at which the dashboard should be delivered you can choose from day, week, month, or quarter, and the day and time options are dependent upon which selection you make screen cast 2023 07 25 at 3 23 12 pm gif how the dashboard should be delivered choose either email or slack as your delivery method screen cast 2023 07 25 at 3 26 43 pm gif who will receive the dashboard choose who will receive the dashboard via email or slack the table below provides an overview of to whom dashboards can be delivered by all in one and analytics ashby customers email (ashby users) email (entered manually) slack dm slack channel (public & private) all in one ✅ (all users) ✅ ✅ ✅ analytics ✅ (with a license) ❌ ✅ ❌ email select users from your organization or enter an email manually you can use the deliver drop down to determine whether individual emails will be sent to multiple users, or if the dashboard should be sent out to all recipients via one email slack select a slack user from your organization to send via dm or sent to a slack channel to add the ashby application to a channel type @ashby as a message in the channel (where you would type a message to send to the whole channel) and select ashby app not in channel once the bot has been added, you will no longer see “not in channel ” syncing private channels may take up to 30 minutes after the ashby app is initially added to prevent private channel names from being revealed, you must type in the exact private channel name when creating your scheduled dashboard delivery apply any filters if your dashboard uses dashboard filters, configure the filter selections that should be applied at the time of delivery (this is not required) screen cast 2023 07 25 at 3 37 27 pm gif if you have a user filter in place and set this to filter by recipients (where they are applied as the "user" filter value automatically), then you will not be able to select the group email option in the deliver dropdown select the delivery format select the dashboard delivery format from the options listed below pdf allows you to send a pdf of the entire dashboard csv allows you to send a zip file of all report results in csv format please note that very wide or very high row count tables will be truncated to match a visual snapshot of the dashboard as seen users will need to log in to scroll to view more data or view a drill down screen cast 2023 07 25 at 3 39 43 pm gif enter a title (required) and message body enter a title for the scheduled dashboard delivery and a message if you would like screen cast 2023 07 25 at 3 43 50 pm gif click on the send now button to see a dashboard delivery result at any time this is helpful for testing out a scheduled dashboard screen cast 2023 07 25 at 3 48 07 pm gif activate the scheduled dashboard delivery once you have finished with configuration, you can activate the scheduled dashboard by clicking the activate button a schedule will be locked after activation and indicate who it was configured by screen cast 2023 07 25 at 3 53 17 pm gif advanced filtering send dashboard filtered by recipient when a dashboard has a user dashboard filter on it, you have the option to filter the dashboard delivery results by each recipient this feature allows you to configure a single schedule with many recipients, all of which will receive a uniquely filtered dashboard specific to them how to find scheduled deliveries navigate to dashboards > click saved dashboards > then click into the scheduled dashboards folder when viewing any dashboard, the scheduled delivery button will show a count of schedules created on the dashboard, including those that are not activated mouse over the number to see the active and inactive counts screen cast 2023 07 25 at 4 29 01 pm gif how to edit or delete a scheduled delivery to edit a scheduled delivery, click the deactivate & edit button, make your changes, and then click the activate button screen cast 2023 07 25 at 4 33 16 pm gif to delete a scheduled delivery, click on the trash icon and then click the remove button screen cast 2023 07 25 at 4 35 47 pm gif faq can i have multiple scheduled deliveries for a dashboard? yes; any dashboard can have multiple scheduled deliveries added or configured who can schedule a dashboard? for analytics customers admin license holders for all in one customers any user that has dashboard editing/creation permissions for more information regarding dashboard editing/creation permissions, view docid 8bzaxa42hiw isudgsz q how do i configure slack delivery? to set up your slack integration, please review our docid\ w4wjftj8j0vkkxykl2vqo guide add the ashby bot (@mention ashby)to the channel where you would like the dashboards delivered who is the email delivery sent from? within the advanced section of the scheduled dashboards setup, you can select whether the dashboard should be sent from the generating user, or via ashby if the dashboard is being sent out via email if sending via slack, the dashboard will always send from ashby