This page outlines best practices to be used for emailing reports from the Analytics Portal.
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It’s important to note before following this document that the Analytics Portal stores Viewer filters; this is done to improve user experience. |
Here are the key best
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practices which will ensure your Emailed Dashboards are consistently successfully delivered. Below the list, we provide more detailed training on how to perform each of these best
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practices, and an explanation why these changes will help ensure delivery success.
Create seperately separately dedicated Emailed Dashboards and Interactive Dashboards to ensure end users and their active filtering does not affect their expected daily/weekly/etc emails
Lock Filters for your Emailed Dashboards to ensure end users do not accidentally change filters when using the Analytics reporting system on a web browser
Limit number of Widgets to 12 per Emailed Dashboard and number of Pivot Tables to 5 per Emailed Dashboard
Ensure there is only one Designer for your Emailed Dashboards
Choose either PDF OR Embedded to reduce server load while processing your Emailed Dashboards
Spread your Dashboard Timing across multiple time periods
1. Creating
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separately dedicated Emailed Dashboards and Interactive Dashboards:
Dedicate a folder to emailed Dashboards and manage accordingly
Dashboards for general use should not be stored in the same folder as emailed Dashboards
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Why do I need to do this? Viewer filters are stored to the user, and emailed dashboards will take these filters into consideration upon email execution. This can cause confusion for Viewers who are expecting the original dashboard’s data intent (i.e. Yesterday). Each individualized Dashboard will also force the email engine to load the Dashboard seperatelyseparately, and when too many emails are requested, your Viewers may experience timeouts.
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Why do I need to do this? When you create a Dashboard which performs too many Queries against the database, the likelyhood likelihood of a timeout failure grows. Shoplogix has confirmed that the failure rate grows significantly when our Designers create Dashboards which exceed these limits. We continue to focus on improving our scalability and appreciate your effort to work with us on driving successful usage of our Emailing capabilities.
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There is an option to Share a Dashboard to another user as “Can Design”, however Shoplogix does NOT recommend this for Emailed Dashboards.
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A best practisepractice is to Share your Dashboard with the Entire Plant. You will find the Plant Name in your sharing list, or you can type your Company Name and it will filter properly. This ensures that any new employees will receive the Emailed Dashboard after they first login to Shoplogix Analytics once |
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If you want to let another Designer make changes to your Dashboard, Shoplogix recommends you use the best practise practice of Re-Assigning Ownership whenever you want to make changes and republish. |
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PDF can be optimally resized and redesigned by clicking “Edit/View PDF Report”
Toggle to “Edit Mode” to manually edit the size of widgets in the PDF:
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Shoplogix also recommends that you review the timing of your plant’s Emailed DashbaordsDashboards, and spread the timing across multiple time periods whenever possible.
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