How do I email my Zerion Reports Dashboard?

zerion reports

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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.

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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.