Share Dashboard via Email Follow

Let's see in brief about this feature and scheduling emails to share dashboards with preferred internal users at a specified frequency.

Topics Covered:

• Email Dashboard
• Manage Recurring Dashboard

Email Dashboard

• Navigate to the Actions button in the Dashboard screen
• Select the Email this Dashboard option.

When you click on it, a prefilled popup will appear where you can change the following options:

• Email Subject
• Recipients - the internal Salesmate users to whom you want to send the email
• Additional Recipients - specify the email addresses of people who don't have a Salesmate account but wish to send an email
• Email Body - enter the text that will be the content of the mail
• Recurring Emails - enable this option to send emails to the selected recipients on a Daily, Weekly, or Monthly basis as per the time and frequency you choose.
  • Recurring options that are available: Daily, Weekly, and Monthly.
  • If chosen Daily, you get to select the time too at which the mail will be sent daily.
  • If chosen Weekly, you get to choose the day and time.
  • If chosen Monthly, then you can choose the day from '1 to 28' or the last day of the month and the time at which mail will be sent.

• Choose Widgets - Choose to select a few or all the widgets that should be included in the email.
• Report Type - Choose whether the widget/report should be shared as an inline image or PDF.
• Format Options - Choose whether multiple widgets should come in a page or a single widget.
• Applicable Filters - Choose the filters that you want to apply before sharing the dashboard (Global filters are not applicable over here)
• You also get an option to preview the email.

Manage Recurring Emails

• On Dashboard, click on the Actions button and select Manage your recurring email. 

• You'll be redirected to a screen where you'll see all those Dashboards that are kept aligned to be sent regularly.