Alternate Interfaces to Schedule Reports

Discover how to schedule reports in Tathya using alternate interfaces, either via a dashboard or a chart, and configure the scheduled report settings for frequency and content.

A report can also be scheduled via a dashboard or via a chart.

Via a Dashboard

• View a dashboard and, in the top right corner, select the ellipsis icon and then Manage email report > Set up an email report.

Via a Chart

• View a chart and, in the top right corner, select the ellipsis icon and then Manage email report > Set up an email report.

Configure the Scheduled Report

• Report Name (required): Enter a memorable name for the new report and, in the Description field, enter a brief description of the report.

Scheduling a New Report

• After the word Every, select the frequency of the report. Options include:

  • Year

  • Month

  • Week

  • Day

  • Hour

  • Minute

  After you select one of the above, the scheduler will present options that are relevant to your choice.

Define Message Content

• For dashboards, only Image (PNG) is supported so this is automatically selected. For charts, choose between:

  • Image (PNG) embedded in the email field to receive the chart as an image that is directly embedded within the email message body.

  • Formatted CSV attached in the email field to receive the chart's raw data as a comma-separated value file that is attached to the email.

Your schedule has now been created. To verify, select Settings → Alerts & Reports → Reports tab.