How to Send and Schedule

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

 

  • Send will send the information selected one time
  • Schedule will send Dashboards on the desired basis and the process is similar.

Scheduling Dashboards

  1. On the left side of the pop-up window, you will see the Dashboards you have scheduled already. *Note: This section will not appear if you selected Send in the prior dropdown menu and are only sending data once. 
  2. Give your title a name is the subject line of the email you receive with your desired data. 
  3. 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 the Include a custom message… you are able to include text into the body of the email. 
  4. In the Format data as section, you can select the format of your report with the following types:
    • PDF will send 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 will send an HTML embedded email of the Dashboard, other layout and sizing options are available under Advanced Options, described below.  
    • CSV ZIP file will attach a zip file containing each widget’s underlying data. 
  5. *Note: This section will not appear if you selected Send in the prior dropdown menu and are only sending data once. 
  6. Click Send Test to receive a test of your scheduled report to the emails and parameters entered.
    • *Note: This button will not appear if you selected Send in the prior dropdown menu and are only sending data once. 
  7. 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 will size the Dashboard to fit common page sizes (Letter, Legal, A0-5). 

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

Duplicating or Deleting Scheduled Reports

If you wish to duplicate a scheduled report or delete it, within the Schedule menu hover over the report on the left. The Copy Icon will copy the scheduled report, the X Icon will delete a scheduled report.