Emailing dashboards

CDP Data Visualization enables you to share dashboards through emails.

  1. Find the dashboard you want to email. Use either the Edit or View mode.
  2. In the top menu, click the (supplemental) menu, and select the Email option.
    In the supplemental menu, select email

    The Email Current Sheet window modal appears. It has three primary options:

    1. Email now
    2. Schedule Email
    3. Email based on threshold
  3. Choose one of the options for sending an e-mail:
    • Immediate Email
    • Schedule-based Email
    • Threshold-based Email

A sample email may appear something like this:

example email
After creating emails, you can monitor them in the Jobs interface, review their details, rerun, cancel, and so on.