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  • Via a Dashboard
  • Via a Chart
  • Configure the Scheduled Report
  • Scheduling a New Report
  • Define Message Content
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  1. Tools
  2. Tathya
  3. Configuring Alerts & Reports

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.

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Last updated 11 months ago