Schedule a Dashboard Report

Damstra Insight sends dashboard reports to you and/or other persons you want, on a schedule, when you use the Scheduled Reports feature. This topic describes how to generate dashboard reports on a schedule.

To generate a scheduled dashboard report:

1. Log into Damstra Insight as user with Creator access.
2. Select Library on the top-level navigation banner.
3. Locate the dashboard in the dashboard library list you want.
4. Select the schedule icon () in the associated Schedule column. Damstra Insight displays the Scheduled Reports dialog box. Any defined scheduled reports are listed on the left side of the dialog.

• If there are no schedules defined for this dashboard, select New Schedule to create a new scheduled report.

Field	Description
Name	Specify a name for the scheduled dashboard report definition.
Format	Select a format for the scheduled dashboard report using the arrows in the Format selection box. PDF, PNG, and Data (XLSX) > Raw Data or Data (XLSX) > Visual Data formats are supported.
To	The To text box contains your username. Add more recipients here by typing their name or email address in this box. As you type in characters, Damstra Insight searches for existing user accounts and returns defined Insight users that match. Add users without user accounts to the recipients list: type in their full email address, then select add () to include them in the list. Non-Insight recipients are granted the same security based on the report scheduler's user attributes for interpolation, row, and column security (if defined), and filtering. You must have at least one name in this field. Damstra Insight displays an error message if this field is blank.
Subject	Specify a subject for the email that will be sent containing the scheduled dashboard report. By default, a subject of <dashboard-name> Schedule Report is used.
Message	Optionally provide a message for the email.
Frequency	Select a frequency for the scheduled dashboard report using the arrows in the Frequency selection box. Frequencies of Daily, Days, Weekly, Monthly, Periodically and Run Once are supported. Depending on the frequency you select, additional fields appear.
Day(s)/Month(s)	This field only appears if the Days or Periodically frequencies are selected. Set the days or months for your schedule to execute. Multiple selections can be chosen.
Run Time	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Specify the hour and minute of the day at which the scheduled dashboard report should be generated and sent. Type the hour of the day on the left side of the colon and the minute of the day on the right side of the colon. Use the arrows in the box to the far right to select AM or PM.
From	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Select the starting date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
To	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Select the ending date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
Run on the	This field only appears if the Weekly or Monthly frequencies are selected. When Weekly is selected, use the arrows in this selection box to select the day of the week on which the scheduled dashboard report should run (Sunday, Monday, Tuesday, etc.). When Monthly is selected, use the arrows in this selection box to select the date in the month on which the scheduled dashboard report should run (valid values range from 1 through 31).
Date	This field only appears if you select the Run Once frequency. Select the date for the scheduled dashboard report. Click in the box to bring up a calendar with in you can select the date.
Run Now	Slide the Run Now switch on (to the right) to send the scheduled dashboard report immediately. By default, this switch is off (on the left). You can enable Run Now simultaneously with any other Frequency selected. The report will be delivered immediately and at the specified Frequency. For example, if you select Run Once and switch on Run Now you will get your report two times.

5. Select Save to save the scheduled dashboard report. The name of the scheduled dashboard report appears in the list on the left of the Scheduled Reports dialog.

Be aware that when scheduling reports for external email addresses, the schedule creator’s data access permissions will be used to generate reports. As a Schedule Creator, it is your responsibility to ensure external users only see the data they should be permitted access to view. Scheduled reports for recipients with Damstra Insights accounts will use the data access permissions of the recipient.

Scheduling a Dashboard Report is also available from the toolbar when you open a Visual.

 Sharing a Dashboard will be the precursor for Scheduling a Report feature. This will ensure that the recipients of the reports that you are scheduling have access to those reports.