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.
View a dashboard and, in the top right corner, select the ellipsis icon and then Manage email report > Set up an email report.
View a chart and, in the top right corner, select the ellipsis icon and then Manage email report > Set up an email report.
Report Name (required): Enter a memorable name for the new report and, in the Description field, enter a brief description of the 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.
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.