Question

Scheduled Emails for Dashboards

  • 8 May 2024
  • 1 reply
  • 10 views

Is there a way to set up scheduled email dashboards in the same way we can set up for an inidividual chart? 

 

cant seem to find a way to do it… any help would be really appreciated!


1 reply

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Hi Shezaad,

Hope you are doing well.In Heap, there isn't a direct option to set up scheduled emails for an entire dashboard as a single unit. However, you can still achieve regular updates by setting up scheduled emails for each individual report within the dashboard.

To set up email schedules for each report, you would need to:

  1. Go to the specific report you want to schedule within your dashboard.
  2. Set the frequency and recipients for the email.

Let me know if you need more detailed steps on this process or any other assistance!

Regards,

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