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.
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.
Click Email as HTML.
The email tab provides various options to specify users email addresses and to customize your message.
Optionally, you can apply share filters and user filters. See images for details.
Enter the email addresses you want to send the dashboard to or select from the Add Users From drop-down.
Customize your email subject and message using the Subject box and the Message box respectively.
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.
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.
Enter the schedule details.