Emailing a dashboard
CDP Data Visualization enables you to share dashboards through email.
- Find the dashboard that you want to email. Open it either in Edit or View mode.
In the top menu bar, click the (supplemental) menu, and select
The Email Current Sheet modal window appears. It has three primary options:
- Email now
- Schedule Email
- Email based on threshold
- Choose one of the options for sending an email.
A sample email may appear something like this: