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How do I email a snapshot of a dashboard and its Klips?

Updated

You can email a snapshot of a dashboard and all of its Klips to share with others as a one-time event or according to a schedule. When you share a snapshot of a dashboard and its Klips, the snapshot reflects the state of the dashboard and its Klips at the time of sharing.

Content can be shared in either of the following two formats:

  • PDF: delivered as an email attachment
  • Image: displayed in the body of an email message

This article includes:

Note: The account administrator can enable or disable the option for users to download and email Klips and Klip dashboards. This is an account-wide setting and is found in the Admin UI section under Settings > Security > Download.

Sharing a snapshot as a one-time email event

To email a snapshot of a dashboard:

  1. In the left navigation sidebar, under Dashboards, click the active, open dashboard you want to email.
  2. Click the 3-dot menu for the dashboard.
  3. Click Share > Email dashboard.
    Note: You can also perform this action in an open dashboard by clicking the share button Share button in the dashboard toolbar.
  4. After To:, type the recipients' email addresses. Use a semicolon to separate multiple email addresses. Email recipients must be registered users of the Klipfolio account to which the dashboard is associated.
  5. If you want to add information to the emailed snapshot, enter it in the Notes text field.
  6. After Format, select PDF or Image.
  7. Click Options and set up PDF Settings or Image Download Settings, depending on the format you selected, noting the following:
    • Fit to one page displays all content on one page by reducing the font size.
    • Multiple pages inserts page breaks appropriately to keep content together.
    • Multiple pages (no breaks) maintains the layout whenever possible. Content may flow to the next page.
    • The Date/Time stamp is disabled by default. When enabled, Date/Time is displayed in Eastern Time.
  8. Click Finished.
  9. Click Send Now. The output is formatted and includes the dashboard name, date, and time.

Sharing a snapshot as a scheduled email

To set up a scheduled email for dashboard snapshots:

  1. In the left navigation sidebar, under Dashboards, click the active, open dashboard you set up as a scheduled email snapshot.
  2. Click the 3-dot menu for the dashboard.
  3. Click Share > Email dashboard.
    Note: You can also perform this action in an open dashboard by clicking the share button Share button in the dashboard toolbar.
  4. In the Email this Dashboard window, click set up or manage an existing recurring scheduled email.
  5. Click Set up an email snapshot. (See below.)

  1. Follow steps 4 - 7, as described in the previous procedure. If your dashboard includes User Input Control components, at Parameters, set the Variables associated with those components. See Sending Scheduled Email Snapshots of Klips or Dashboards with variables for more information.
  2. At Schedule, select a Frequency of Daily, Weekly, or Monthly. 
  3. If you select Monthly:
    • Set Day to First, Second, Third, Fourth, or Specific.
    • Select Specific to choose a specific day of each month to send the report. This must be entered as an integer, as a series of integers, or as the word "last" (typed without quotes). For example, 1 for the first day of every month, 2 for the second day of every month, 1, 15 for the first and fifteenth days of every month, and last for the last day of every month.
  4. Click Finished.
  5. Click Save.

Managing scheduled email snapshots

To view, delete, or immediately send a scheduled email snapshot:

  1. In the left navigation sidebar, click the 3-dot menu beside Dashboards and select Dashboard Gallery.
  2. Click the dashboard whose email schedule you want to modify.
  3. On the About this dashboard page, click Email Snapshots to access its scheduled email snapshot details.
  4. Click either Send Now or Delete.

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