Schedule reports and add subscribers to a custom dashboard

You can schedule a custom dashboard to automatically generate a report, and add other Helix users in your environment who will receive an email with the dashboard report. If you need to share custom dashboard reports with people outside your Helix environment, you can choose to email it as a password-protected PDF.

Note

You can only specify a schedule for a custom dashboard you created that has at least one widget defined.

To schedule a report and add subscribers:

Navigate to Main Menu > Dashboards > Custom.
Find the custom dashboard, and at the end of the row select More Options > Report Schedule.
To enable a schedule, turn on the Dashboard Schedule toggle.
From the Every day(s) menu, do the following:
1. Select the frequency for the schedule:
  - Daily: The report is generated once a day, every day.
  - Weekly: Select which day of the week to generate a weekly report.
  - Monthly: Select which day of the month to generate a monthly report.
2. Click Apply.
From the Hour (UTC) menu, select the hour for the schedule using a 24-hour clock.
From the Minute menu, select the minute for the schedule.
In the Subscribers box, click Add Subscribers and choose a user from the list. Repeat this step as many times as necessary.
Tip
If you enter an email address of someone outside your Helix environment, the Send Report Email as PDF checkbox is automatically selected and you cannot deselect it.
(Optional) Select the Send Report Email as PDF checkbox, and create and confirm a password.
Note
If you choose to create a password, use a secure method to send it to your subscribers.
Click Save.
The custom dashboard is automatically published, and ready to generate scheduled reports.