Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

  • 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.

Disabling interactive widget Filtering

...

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

...

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

...

  • 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.

...

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:

...