Set up a Schedule

Data Analyst

 

You can set up a schedule for:

  • an event, for example, if a count of bookings exceeds the available space then an email can be sent.
  • a re-occurring dashboard or report, for example, a monthly or weekly report.

The email can only be sent to users in your company.

  1. Navigate the folders to the dashboard you want to set up the schedule for.
  2. Click the More Actions more_icon.png icon.
  3. Click Add Schedule...

schedule1.png

The Schedule dialog displays.

schedule2.png

You can set the schedule to send an email.

Data Format

The data format can be either:

  • PDF
  • Visualization
  • CSV ZIP file - this can be used if you want a CSV import that will go to another system 

Trigger

Set the deliver schedule to be either daily, weekly, monthly.

Note: The ELT (extract, transform, load) into Insights is currently daily.

Filters

Set the filters on the dashboard or report and this can be useful if you want to send the dashboard to a particular region or building. For example Singapore.

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Watch the video in the Looker Documentation to find more about how to send and schedule dashboards.