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Schedule a Custom Dashboard Export in the Classic Interface

You can use the Schedule Export option to schedule times to send PDF exports of customized dashboard views to specified recipients. The exported PDF is a generated report of the selected dashboard.

Note: does not support report attachments larger than 18MB.

To schedule an export of a custom dashboard:

  1. In the top navigation bar, click Dashboards.
  2. In the left navigation bar, select the Analytics Dashboard you want to export.
  3. Click the Export Button button at the top of the page.
  4. In the drop-down menu, select Schedule Export.

    The Schedule Export window appears.

  5. Configure the settings for the scheduled export:

    Setting Default Value Description
    Email Address (none) Enter the email address or addresses you want to receive the export report.
    Export Schedule
    Frequency Once

    Specifies how often the scan launches.

    • Once: Schedule the scan at a specific time.
    • Daily: Schedule the scan to occur on a daily basis, at a specific time or to repeat up to every 20 days.
    • Weekly: Schedule the scan to occur on a recurring basis, by time and day of week, for up to 20 weeks.
    • Monthly: Schedule the scan to occur every month, by time and day or week of month, for up to 20 months.
    • Yearly: Schedule the scan to occur every year, by time and day, for up to 20 years.
    Starts Varies

    Specifies the exact date and time when a scan launches.

    The starting date defaults to the current date. The starting time is the nearest half-hour interval. For example, if you create your scan on 10/31/2016 at 9:12 AM, the starting date and time defaults to 10/31/2016 and 09:30.

    Time Zone Varies Specifies the timezone of the value set for Starts.
    Repeat Every Varies Specifies the interval at which relaunches a scan. The default value of this item varies based on the frequency you choose.
    Repeat On Varies

    Specifies what day of the week a scan repeats. This item appears only if you specify Weekly for Frequency.

    The value for Repeat On defaults to the day of the week on which you create the scan.

    Repeat By Day of the Month Specifies when relaunches a monthly scan. This item appears only if you specify Monthly for Frequency.
    Summary Not Applicable Provides a summary of the schedule for your scan based on the values you specified for the available settings.
    Encrypt PDF Off When the Encrypt PDF option is set to On, the Encryption Password box appears. Enter a password to complete the encryption configuration.
  6. Click Schedule Export.

    A processing icon appears as the system saves the information.

    Once the save is complete, a confirmation message appears at the top of the screen. The export is sent according to the set schedule.

    Note: If you use a Dashboard Template when scheduling an export, two confirmation messages appear. One confirms the scheduled export. The other confirms the addition of a copy of the template to the My Dashboards section.

    Note: After you schedule an export, the Scheduled Export option appears at the top of the dashboard. Occasionally, you may have to refresh the browser page for this option to appear.

    To view a summary of the schedule information, hover over the Scheduled Export option. To modify the export schedule, click the Schedule Export option, then modify the settings in the Schedule Export window.

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