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.

Note: Only the 10 most recent records will be displayed when the Inline Image or Attach as PDF option is chosen. Due to the layout constraints of emails and PDFs, only select columns will be visible, ensuring the content fits appropriately.