Skip to main contentWith SMTP verified, you can schedule recurring report emails that include secure links to static dashboard snapshots. Reports arrive on time, every time, with numbers that don’t change.
What Gets Sent
- Email subject and message body you configure
- A secure link to a static dashboard snapshot (generated at send time)
- Optional custom message for context
Workflow: Create a Schedule
- Open a dashboard and click “Schedule report”
- Name your schedule (e.g., “Weekly Executive Summary”)
- Select recipients (add multiple emails, names optional)
- Choose the send time and timezone
- Set the cadence via cron expression or the visual picker (e.g., every Monday 8am)
- Customize subject and message body
- Save and activate the schedule
Filter and Tenant Persistence
When you create a scheduled report, any dashboard filters or tenant selection active at the time will be preserved and applied to each static snapshot generated by the schedule:
- Dashboard Filters: All filter values set when creating the schedule will be locked into the schedule. Each time the report is sent, the static snapshot will reflect those filter values.
- Tenant Selection: If you have selected a specific tenant using the “View as” feature when creating the schedule, the schedule will be scoped to that tenant’s data permissions. Each generated snapshot will respect the tenant’s data access rules.
This ensures that each report is generated with consistent filtering and data access, making it ideal for sending tenant-specific reports or filtered views to different stakeholder groups.
Entry point:
Modal:
Cron picker:
Recipients:
Managing Schedules
- Toggle active/inactive
- Edit cadence, recipients, or content
- View send history and delivery logs
Best Practices
- Keep one schedule per audience to tailor subject/body
- Prefer static snapshot links for auditability and consistency
- Use organization email domain for higher deliverability (via SMTP verification)
