Scheduling Dashboards

You can schedule a regular delivery of a dashboard, to ensure users have the up to date information when they need it. You can send a dashboard to many people automatically, on specified dates/times. Each scheduled delivery can be configured with different, persistent filter settings, for example for different regions or timeframes, sent to different users in different formats, and sent on specific schedules. 

Delivery can be made via one of these supported methods: Email, Webhook, Amazon S3, SFTP, Slack.

For more information, see Looker > Scheduling and sending dashboards (this is an external site, so we have no responsibility for the content).

1. Navigate to Analytics & Reports.
2. Open the dashboard you want to send.

3. Click Schedule delivery from the three dots menu.

   

4. Provide this information:

   Parameter	Type	Description
   Settings
   Schedule Name	Text	Enter a title for this delivery. This defaults to the name of the dashboard. It's good practice to edit this value, especially if you're scheduling multiple deliveries, to differentiate this delivery from others that use the same standard report.  The value will accompany the delivery of the dashboard, for example it will be the title of an email.
   Recurrence	Single select	Select the cadence at which you want the report generated and sent - daily, weekly, monthly, hourly, or by minute, or on specific months or days. You can also select Send Now to do a one off immediate delivery. If you want to trigger a delivery whenever a particular datagroup is updated, pick Datagroup update and choose the target group in the Datagroup field.
   Month Day Time Hour Send every	Single select	Specify the exact day/time of the delivery. The options presented depend on the recurrence you selected.
   Destination	Single select	Select from one of the supported delivery methods: Email Webhook Amazon S3 SFTP Slack
   Email addresses	Text	If Email is selected as the delivery method Enter the email address of the email recipient. You can send to multiple addresses by entering a comma separated list of addresses in the field.  Click the X next to an address to remove it from the distribution list. If you want to add a message to the recipient(s), go to Custom Message on the Advanced options tab.  The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
   Webhook URL	Text	If Webhook is selected as the delivery method Enter the target URL for the request
   S3 information	Text	If Amazon S3 is selected as the delivery method Enter details: Bucket: The name of your Amazon S3 bucket (required) Optional Path: The folder to which to save data (optional) Access Key: The Access Key ID to your S3 bucket (required) Secret Key: The Secret Access Key to your S3 bucket (required) Region: The Amazon services region where your S3 bucket is hosted.
   SFTP information	Text	If SFTP is selected as the delivery method Enter details: Address: The URL or IP address of the SFTP server to which you want to send your data (required) Username and Password: Login credentials for the SFTP server (required) Preferred key exchange algorithm: Choose the algorithm for establishing the connection (optional)
   Slack information	Text	If Slack is selected as the delivery method Log in to Slack to access your workspace and select the channel into which to post the report
   Format	Single Select	Select the format in which to send the report: CSV zip file - recommended if recipients will need to perform any operations on the data PDF - useful if you don't want users to edit the report PNG visualization - a quick, easily-digested view of the information All recipients will receive the data in the same format.
   Filters	Multi-select	Set values for any of the filters that exist for the dashboard. Use these settings to specify what data will be included in this delivery of the dashboard (doesn't affect the base dashboard).
   Advanced options
   Custom Message	Text	If Email is selected as the delivery method Add a message to the recipient(s). The message will appear as the body of the email, above the report itself. The report will be sent from reports@unifyr.com. You should advise recipients so they can whitelist the address if required.
   Include links	Checkbox	Enable this option to include a link that the recipient can click to go to the report/dashboard
   Expand tables to show all rows	Checkbox	If PDF is selected as the format Enable this option to include all the rows in the report
   Arrange dashboard tiles in a single column	Checkbox	If PDF or PNG is selected as the format Enable this option to display all the tiles in the dashboard in a vertical layout
   Paper size	Single select	If PDF is selected as the format Choose a paper size for the report, or specify Fit Page to Dashboard to use the size of the dashboard to decide
   Delivery timezone	Single select	Select the target timezone for the delivery
   Results		If CSV is selected as the format Specify how the report should be presented With visualization options applied - select this option to specify that the report be sent as a table chart, using the settings configured for the visualization. For more information, see Exploring Reports and Looker > Applying visualization options (this is an external site, so we have no responsibility for the content)  As displayed in the data table - select this option to send the data as a simple data table, as it appears in the Data section of the Explore window. For information about the Data section, see Exploring Reports.
   Values		If CSV is selected as the format Specify how the values in the report should be presented Formatted Unformatted - with any special characters, formatting, etc. removed)
   Test now		If Email or Slack is selected as the delivery method Send a test message

5. Click Send Now if sending the report now.
6. Click Save if scheduling a regular delivery of a dashboard.  Once saved, the dashboard will run and send on the specified schedule(s).