How to Schedule a Dashboard View Export in Bold BI

Bold BI dashboards provide a convenient feature that enables the scheduling of exports for specific views within a dashboard. This functionality is particularly useful for sharing relevant insights with stakeholders without the need to export the entire dashboard data. Here’s how to set up a scheduled export for a particular view in Bold BI:

Steps to Schedule a Dashboard View Export

1. Add a New Schedule:

   • Add a schedule from the “Schedules” page with the “Create Schedule” button or “Create Schedule” option from the dashboard menu.
     
     
   • Add a schedule by clicking on the + button in the left side menu and selecting “Schedule” under the create menu to add a schedule.
     

2. Select Dashboard and View:
   Choose the category and dashboard you wish to export from. Then, select the desired view from the “View” drop-down menu. Please refer to this documentation on how to add dashboard views.
   

   

3. Configure Export Settings:

   • Recurrence Type: Decide how often the export should occur (e.g., daily, weekly, monthly).

   • Users: Specify which users should receive the exported view.

     You cannot add users to the recipients before configuring the email settings.

   • Export Type: Choose the format for the export (e.g., PDF, Excel).
     

     

4. Schedule the Export:
   After configuring the settings, schedule the dashboard view export. The selected view will be exported automatically according to the defined schedule. Below is the reference image for a scheduled dashboard view export as an image.
   

   

Additional References

For more detailed instructions and additional information on managing schedules and views in Bold BI, please refer to the following resources:

• Manage Schedules in Bold BI
• Manage Dashboard Views in Bold BI