Skip to main content
Scheduling a Dashboard as an Email

Instructions on how to schedule a T3 Analytics app dashboard to an inbox regularly.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated over a month ago

T3 Analytics dashboards provide all the data you need to complete the job. Follow the instructions below to receive the scheduled dashboard in your inbox or share it with a recipient.

Scheduling Dashboards to an Inbox

  • From T3, open the app drawer from the top navigation bar.

  • Select the Analytics web app.

  • Select one of the many dashboard options along with the left-side categories.

  • Once you have selected a dashboard, select the Report Actions on the top right and then Schedule Delivery.

  • The system will require you to save the report first. Click Save Report.

  • Give the report a Name and Description (optional), and then click Save.

  • Now, from the saved report, select Report Actions > Schedule Delivery.

  • Toggle the Scheduled Disabled option to ON.

  • From the Schedule box, select the day or days you'd like to receive the report and include the time.

  • Select the file type as PNG or CSV.

    • Open the Advanced Options to adjust the settings.

  • Once done, select Save to save your changes.

  • The dashboard will be delivered to your inbox upon the specified recurrence.

  • View existing schedules under the Saved Reports page.

Interested in getting started with T3's analytics solution? Find out more and request a demo.

Did this answer your question?