How to Scheduling Dashboard Views for External Users?

Overview

This article outlines the steps to schedule dashboard views for external users using the dashboard views option. By following these instructions, you can create and manage views that can be shared via email.

Steps to Schedule Dashboard Views

1. Add Combobox Widget:
   Drag and drop the combobox widget onto your dashboard. Assign the user ID values to the combobox widget.
   
   
2. Select User ID:
   Choose any user ID from the combobox in the published dashboard. Navigate to the “Applied Filters” section and click the “Save” button.
   
   
3. Name the View:
   A pop-up dialog will prompt you to enter a view name. After entering the name, click the “Save” button.
   
   
   • For example, if you save the view for user ID-1 as “User1,” it will be stored in the views.
     
     
4. Schedule the View:
   • Click on “Schedule Current View” to initiate the scheduling process.
     
     
   • Update the schedule name (e.g., “schedule-user1”) and click the “Next” button.
     
     
5. Email Configuration:
   • Review the body of the email and click “Next.”
     
     
   • Configure the schedule time for when you want the email to be sent automatically.
     
     
6. Add External Recipients:
   • Enter the email addresses of the external users in the external recipient’s dialog and click the “Schedule” button.
     
     

7. Automatic Email Trigger:
   • Once scheduled, the system will automatically send emails based on the scheduled view to the specified external recipients.
     
     

Additional Information

By following the above steps, you can create multiple views for your dashboards, allowing each view to be scheduled for different external users. For more detailed information, please refer to the following documentation:

• Manage Dashboard Views
• Manage Schedules