Schedule a Report or Dashboard

Users with the Creator role can schedule a report or dashboard to run at set intervals and deliver the results automatically.

Schedule a Delivery

Use these steps to create a schedule for a report or dashboard.

  1. Open the report or dashboard you want to schedule.

  2. In the upper-right corner, select the Gear and then select Schedule.

  3. In the Scheduling window, configure the data delivery options.

Data deliveries may contain Report or Dashboard data.

Scheduling window showing delivery setup sections for destination, format, trigger, filters, and advanced options

Choose Where the Data Goes

Select where the report or dashboard data is delivered.

Email

Sending data by email lets you choose which recipients receive the delivery. Select Add to add recipients.

Emailed deliveries may not exceed 20 MB for formats delivered in the email body and 15 MB for formats delivered as an attachment.

Email delivery settings showing recipient list and Add option

Amazon S3

Send data to your organization’s Amazon S3 (Simple Storage Service) site. Enter the S3 details to save the file to the correct location.

Amazon S3 delivery settings fields for bucket and connection details

SFTP

Select SFTP (Secure File Transfer Protocol) to export report or dashboard data to your organization’s SFTP site.

SFTP delivery settings fields for server, port, credentials, and destination path

Choose the Delivery Format

Select the format used when the data is delivered.

Format selection options for scheduled delivery including data table and file formats

  • Data Tables and Visualizations are usedfor email deliveries.

  • CSVs, XLSX, JSON, Text, and HTML files are used when sending to an SFTP or Amazon S3 server.

Set the Trigger

Choose how often the delivery runs.

Trigger settings showing scheduling frequency and time options

Review Filters

Confirm which filters apply to the scheduled delivery.

If you added custom filters to the report or dashboard, they appear in the scheduling options.

Filters section in the Scheduling window showing available custom filters

The custom filters saved on the report or dashboard remain unchanged, even if you adjust filters in the Scheduling window.

Configure Advanced Options

Use advanced options to control when and how the system sends the delivery.

Advanced options section showing send conditions, limits, format options, and timezone selection

 

Advanced OptionDescription
Send This Schedule If Choose whether to send deliveries when there are results, no results, or both.
  • And Results Changed Since Last Run: Sends the report or dashboard only if results changed since the previous run.
Limit Limit the size of the delivery by choosing one of the following:
  • Results In Table: Delivers data based on the row limits set in the report or dashboard.
  • All Results: Delivers data without row limits. (There is a 15 MB limit when sending data via email.)
Format Options Apply visualization settings to deliveries.
  • Apply Visualization Options: Uses the same visualization options as the report or dashboard.
  • Formatted Data Values: Applies the same data formatting used in the report or dashboard.
Timezone Select a time zone if your organization works across multiple locations. This time zone controls when the schedule runs (for example every Tuesday at 12:00 UTC). We recommend using UTC.

Save The Schedule

Select Save All to activate the schedule.

Save All button in the Scheduling window

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