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 easily cause confusion for VIewers Viewers who are unclear about this functionality. When you have many viewers who are individually interacting with an Emailed Dashboard, each Viewer is creating a custom instance of an email request. When too many individual emails are requested at the same time, some of them may timeout.
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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.
Disabling interactive widget Filtering
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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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Each Widget in a Dashboard performs seperate separate Queries against your database. The recommended limit for widgets per emailed dashboard is 12.
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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. |
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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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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