Schedule Automatic Emailing of Dashboards to Yourself and Others

All users can schedule automatic emailing of dashboard to themselves from the GoodData Portal, and optionally to others including up to 10 recipients outside of the GoodData project.

Use scheduled emails to receive information from your GoodData projects without logging in. Dashboards are delivered as a PDF attachment. Any filters and permissions applied at the time of scheduling are also applied to generated emails. This means that email recipients receive the exact same version of the dashboard and its data that the email scheduler sees.

Email recipients can unsubscribe themselves from schedules via the unsubscribe link in the email. Editors and Administrators can review and delete these schedules under Manage -> Emailing Dashboards.

You can schedule up to 2,000 automatic emails per project, with max 500 email recipients for a single project. The total size of a scheduled email including all attachments cannot exceed 14 MB.

Steps:

  1. Log in to the GoodData Portal, and navigate to the dashboard that you want to email.
  2. (Optional) Add filters to the dashboard (see Dashboard Filters).
  3. Click the clock icon () in the top right corner.
  4. Fill in the fields to configure the scheduled email (such as the dashboard tabs to email, the schedule, custom email subject and message, additional recipients).

    To be able to add additional recipients to scheduled emails, enable the dashboardScheduleRecipients platform setting for your project. For more information, see Platform Settings.

  5. Click Schedule.
    The GoodData Portal begins generating emails as scheduled.

If you have an issue with scheduled emails, see Scheduled Email Issues.