This page outlines best practices to be used for emailing reports from the Analytics Portal.
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5. Choose One Delivery Format, Embedded or PDF:
Emails can be sent asPlease choose one of the email report formats when you setup your email report settings:
Embedded: Snapshot of the dashboard is embedded directly into the email
PDF: A PDF attachment of the dashboard is emailed to recipients
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Why do I need to do this? The Email engine needs to generate your Dashboard twice if you request Embedded and PDF versions. If your dashboard is quite large (many widgets or pivot tables), loads a large amount of data (long-term-trends, > 1 week of data), or is shared with a large number of people, there is a higher chance that the email will timeout before completing the load of both Embedded and PDF, and you may receive only 1 format or possibly neither.
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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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