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This page outlines best practices to be used for emailing reports from the Analytics Portal.

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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 separately, and when too many emails are requested, your Viewers may experience timeouts.

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Please be sure to deselect this 'widget affects dashboard filters' feature/function for all widgets.

3. Limit the number of Widgets to 12 and the number of Pivot Tables to 5 per Emailed Dashboard

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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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