Before setting up an email schedule, please note an initial requirement that needs to be carried out first. You need to share the dashboard with the Users you are going to add to the Email Schedule.
If the dashboard is not shared with them the email will fail.
This is NOT required for external recipients added you plan to add to a scheduled email.
USERS
IMPORTANT: Make sure you share the dashboard with the Users first, or they will not receive the Scheduled Email.
- Go to the dashboard you want to Schedule Emailing for
- Click on the three dots (top right corner) and select Schedule Emailing
- The Schedule exports box will open, click +Add schedule
- it will open the Schedule exports box
- Click in the To: box, a drop down list of recipients will appear showing Users you can add
NOTE: Remember, users will still appear in the drop down list even if the dashboard is not shared with them. At this point you need to stop, go back to your Dashboard, click Share and make sure you have shared with these Users first - Once you have confirmed all Users being added to the Schedule Email have had the dashboard shared with them, you can finish the Schedule set up
- Set your First occurrence of the email to be sent
- Set the Frequency at which it will repeat thereafter
- Click Schedule
EXTERNAL RECIPIENTS
This scenario is NOT a concern for when adding External Recipients.
You do NOT have to share the dashboard with them first (because you can't).
Just manually type their email address into the To: field, and you are good to go.
SCHEDULING EXPORT LIMITATIONS
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Users: Dashboards must be shared with users, whether they are private or public, when scheduled for export.
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Non-Users: They don't require access to Insights but should still be able to receive the scheduled export.
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Scheduled email frequency: The highest frequency for sending scheduled emails is 30 mins.
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Recipients per single schedule: The maximum number of recipients for a single schedule is 60.
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Scheduled email size: The maximum total size of a scheduled email including all attachments is 14 MB.
Note:
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Failing to share the dashboard with users leads to failure in email notifications, sent only to the creator of a private dashboard.
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If the creator of a scheduled email loses access to the dashboard, it won't be sent to any recipients.