zerion reports
Zerion Reports allows you to e-mail your dashboard as well as schedule emailing of your dashboard. To do so, please follow the instructions below.
Click the images to enlarge.
step 1
Click the E-mail icon and select one of the following options:
- Email as HTML - Email the dashboard in HTML file format.
- Email as PDF - Email the dashboard in Portable Document Format (PDF) file format.
In this example, we'll be emailing as HTML.
step 2
Click Email as HTML.
The email tab provides various options to specify users email addresses and to customize your message.
step 3
Optionally, you can apply share filters and user filters. See images for details.
step 4
Enter the email addresses you want to send the dashboard to or select from the Add Users From drop-down.
step 5
Customize your email subject and message using the Subject box and the Message box respectively.
step 6
Specify whether the dashboard should be mailed As an in-line Message or As Attachment in the Mode. This option is available only for emailing as HTML file.
step 7
You can also schedule to send exported copy at a recurring date and time using the Schedule this Email options. Choose how often you want the dashboard emailed.
step 8
Enter the schedule details.
step 9
Click Send.
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