How to Send and Schedule

To have your dashboards and data emailed once or on a scheduled basis, click the Settings icon near the top-right of the Dashboard.

  • Send sends the information selected once.
  • Schedule sends Dashboards on the desired basis and the process is similar.

Scheduling Dashboards

  1. Click the Settings gear icon and select Schedule from the drop down menu.
  2. On the left side of the pop-up window, you see the Dashboards you have scheduled already.

Note: This section doesn't appear if you select Send in the prior drop-down menu and are only sending data once.

  1. Give your schedule a name is the subject line of the email you receive with your desired data.
  2. In the Who should it be emailed to section, enter the email address(es) of the recipient(s).
    • Enter a single email address, or multiple addresses separated by commas, and click the Add button.
    • By clicking Include a custom message… you are able to include text in the body of the email.
  3. In the Format data as section, you can select the format of your report:
    • PDF sends an email with an attachment of the Dashboard as you see it inside of IntelePeer’s Portal, other layout and sizing options are available under Advanced Options, described below.
    • Visualization sends an HTML embedded email of the Dashboard, other layout and sizing options are available under Advanced Options, described below.
    • CSV ZIP file attaches a zip file containing each widget’s underlying data.

Note: This section doesn't appear if you select Send in the prior drop-down menu and are only sending data once.

  1. Click Send Test to receive a test of your scheduled report to the emails and parameters entered.

Note: This button doesn't appear if you select Send in the prior drop-down menu and are only sending data once.

  1. Click Save All to schedule your reports or Send if you are in the Send settings.

Advanced Options

For dashboards in PDF or Visualization format, the option Use single column layout displays the dashboard tiles in a single vertical column as opposed to displaying how the tiles are arranged in the Dashboard.

For Dashboards in PDF format, Paper Size sizes the Dashboard to fit common page sizes (Letter, Legal, A0-5).

For CSV ZIP file, Apply visualization options applies visualizations settings from the dashboard formatting the data like a table chart as opposed to raw data. Formatted data values keeps data formatting, for example, 2.009 is formatted to 2.01.

Duplicating or Deleting Scheduled Reports

If you want to duplicate a scheduled report or delete it, within the Schedule menu hover over the report on the left. Click the Duplicate icon to copy the scheduled report. Click the X icon to delete a scheduled report.