CDP Data Visualization enables you to share sheets through emails. You can send them immediately, schedule them at specific times and intervals, or through a triggered response when reaching a specific monitored threshold.
Review the necessary prerequisites inEmailing dashboards, sheets, and visuals.
To email a sheet, its parent dashboard can be in either View or Edit mode.
- Select the sheet you want to move by clicking on its tab, at the bottom left corner of the interface. Here, we choose the second sheet of the dashboard.
- At the top right corner of the dashboard, click the
(supplemental) menu, and select the Email
The Email Current Sheet window modal appears.
- Choose one of the options for sending an e-mail.
The Email Current Sheet window modal has three primary options:
- Email now
- Schedule Email
- Email based on threshold
A sample email may appear something like this: