How to Send and Schedule

To have your dashboard and data emailed once or on a scheduled basis, use the Dashboard Actions (three dots) icon > Schedule Delivery.

On the Schedule pop-up, there are three tabs:

  • Settings

  • Filters

  • Advanced Options

Scheduling Dashboards

  1. Click the Dashboard Actions (three dots) icon > Schedule Delivery. The Schedule New pop-up appears.
  2. If you have previously scheduled a data delivery, a Schedules pop-up appears. You can click:
    • Send Now to send your email immediately
    • New to open the Schedule pop-up to create a new scheduled delivery
    • More Options (three-dot) icon to edit, duplicate, or delete any of the scheduled data deliveries
    • Done to return to the dashboard

  1. On the Settings tab, set the recurrence (for example, Daily or Weekly) and the time (using a 24-hour clock).
  2. Enter a single or multiple email addresses. Once you type the address and press Enter, the email address appears separately. You don't have to comma-separate them. The number of emails in the schedule appears above the Email Addresses field.

  1. In the Format menu, 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 Now in the Schedules pop-up and are only sending data once.

  1. On the Filters tab, you can customize your report by using the filters available to the dashboard you are using.
  2. On the Advanced Options tab, you can:
    • Add a custom message
    • Select the check boxes to expand the tables to show all rows and arrange the dashboard tiles in a single column
    • Select the paper size
    • Select the delivery time zone
  3. Click Test Now at any point prior to saving your schedule to receive a test of your scheduled report to the emails and parameters entered.

Note: Once you save your schedule, you can either rely on the scheduled time or send the report now. You can no longer test the scheduled email.

  1. Click Save once you have entered your criteria on the tabs. The Schedules pop-up appears. You can choose to send any or all of the data reports to your email recipients by clicking Send Now.