Emailing sheets

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.

  1. 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.
  2. At the top right corner of the dashboard, click the (supplemental) menu, and select the Email option.
    Emailing a dashboard

    The Email Current Sheet window modal appears.

  3. Choose one of the options for sending an e-mail.

    The Email Current Sheet window modal has three primary options:

    1. Email now
    2. Schedule Email
    3. Email based on threshold
After creating emails, you can monitor them in the Jobs interface, review their details, rerun, cancel, and so on. See Managing Jobs.

A sample email may appear something like this:

example email