Schedule a dashboard

If you want to send and receive regular analytics reports, you can schedule a dashboard to be sent to recipients by email.

Who can do this? Platform site Admins, Idea Space and Co-creation Community Admins for assigned communities, and Challenge Managers for assigned Challenges.

Note: The Excel file will include data from all the “Pivot” and “Table” widgets on the dashboard, and each widget will be in a separate sheet inside a single file. If no matching widgets exist, the email won’t be sent.

Schedule a dashboard

  1. Go to your dashboard.

  2. In the toolbar, click analytics_email_icon-1 Email.

  3. Select Schedule options.

  4. Enter the name, email address, or group to share the dashboard with.

  5. Enter a unique name for the report.

  6. Select the format of the report to be generated.
  7. Set the scheduled time and frequency.

  8. Click Save.

An email will be sent to your selected recipients with an attached Excel file generated from the dashboard.

Tip: You can configure one dashboard schedule per dashboard at each dashboard level, such as Co-Creation Community, Idea Space, or Challenge level. Admins and Managers of each level can also edit the schedule. To send a dashboard straight away, you can send a dashboard Excel report.

Note: When you export a dashboard to PDF, part of a table may be cut off to fit it on a page.

To avoid tables being cut off, you may need to resize the widget in the editor so that the total width of the table doesn't exceed the page border. You can also change the page orientation to landscape for extra page width, or export the tables to Excel to see the complete table.

See also