How to add bulk users as external recipient emails in schedule

To add multiple users as external recipient emails while creating a schedule in BoldBI, follow these steps:

1. Add/Edit a schedule:

   • Go to the schedule page and click on the “Create Schedule” dialog or edit the existing schedule.

2. Configure the Schedule:

   • Select the dashboard, widget, or view that you need to schedule and export, and then click on “Next”.
   • Recurrence Type: Decide how often the export should occur (e.g., daily, weekly, monthly).
   • Click on the “Next” button to proceed.

3. Add External Recipient Emails:

   • In the “External recipients” section, add the bulk external recipient emails separated by commas or semicolons.
     

     

   • Click on the + icon to add these emails to the recipient list.
     

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

4. Complete the Schedule Configuration:

   • Export Type: Choose the format for the export (e.g., PDF, Excel, Image, CSV).
   • Save the schedule to finalize the configuration.

By following these steps, you can efficiently add multiple external recipients to your scheduled exports in BoldBI.

Additional References

• Manage Schedules in Bold BI
• Data Alerts in Bold BI
• How to Schedule a Dashboard View Export in Bold BI