Emailing dashboard links lets recipients access live, interactive data rather than static snapshots, ensuring they always see the latest insights securely. Scheduling these emails allows you to share updates efficiently, with customizable frequency.
Why Email Links Instead of Screenshots?
When you schedule a custom dashboard to be emailed, recipients receive a link to login and view the live dashboard rather than a static image or PDF. Here's why this is powerful:
Always current: When recipients click the link, they see the latest data—not a snapshot from when the email was sent.
Interactive: Recipients can apply filters, drill into details, and explore the data themselves.
Small emails: No massive attachments clogging inboxes.
Secure: Recipients must log in to view the dashboard, maintaining data security.
Responsive: The dashboard displays correctly on any device—desktop, tablet, or phone.
How to Schedule an Email for a Custom Dashboard
- Open the dashboard you want to schedule
- Click the "Schedule" or "Email" button
- Configure your schedule:
- Frequency: Daily, weekly, or monthly
- Day/Time: Choose when the email sends
- Recipients: Add email addresses
- Add a custom message (optional)
- Test it with "Send Now" before scheduling
- Save your schedule
Email Schedule Best Practices
Choose the right frequency:
- Daily for time-sensitive market monitoring
- Weekly for regular team updates
- Monthly for board reports and trend analysis
Set strategic timing: Schedule emails to arrive when recipients are most likely to act on them—Monday mornings for weekly reviews, first of the month for monthly summaries.
Add context in the message: Use the optional message field to explain what recipients should focus on or what actions they should take.
Test before scheduling: Always use "Send Now" to test your email before setting up a recurring schedule. Verify the link works and shows the correct data.
Manage your schedules: Periodically review your scheduled emails and cancel ones you no longer need.