What this article covers: How to set up automated email delivery for Dashboards, Reports, and Insight Packages — configuring frequency, recipients, and subject lines, and managing scheduled items.
BrizoConsol can automatically send Dashboards, Reports, and Insight Packages to any email address on a recurring schedule. Recipients do not need a BrizoConsol account to receive scheduled deliveries.
1. Setting Up a Schedule
1
Navigate to the item you want to scheduleOpen the Dashboard, Report, or Insight Package you want to deliver automatically.
2
Click the Schedule icon or buttonFound in the top-right corner of the page. This opens the schedule configuration panel.
3
Configure your schedule settingsSet the frequency, date and time, recipients, and optional subject and message — see the options below.
4
Save the scheduleThe schedule activates immediately and will deliver on the next occurrence of your chosen frequency.
2. Schedule Options
Frequency
Option
When it sends
Daily
Every day at the specified time
Weekly
On a selected day of the week at the specified time
Monthly
On a selected day of the month at the specified time
Recipients
Enter the email addresses of everyone who should receive the scheduled delivery. Multiple recipients can be added, separated by commas. Recipients do not need a BrizoConsol account.
Subject & Message (optional)
Customise the email subject line and add a short message to give recipients context — for example, "Monthly Board Report — April 2025" or a brief note about what the package contains.
💡 Tip: Use a descriptive subject line so recipients immediately understand the content — especially useful when sending multiple different reports to the same audience.
3. Managing Schedules
Each area has its own schedule page: Dashboards → Schedule, Reports → Schedule, and Insight Packages → Schedule. Each page shows summary cards for Daily, Weekly, Monthly, and Month End schedules, and a table listing every schedule with its Description, Target, Schedule, Created by, and Last updated.
Action
How to do it
Add a schedule
Click Add schedule, then set the description, frequency, time, what it delivers, and the recipients.
Find a schedule
Use the Filter schedules search box.
Edit a schedule
Click Edit on the row to change its settings or recipients.
Delete a schedule
Click Delete on the row. The underlying dashboard, report, or Insight Package is not affected.
💡 Tip: Review your schedules periodically to make sure recipient lists are up to date. To stop a schedule, delete it — schedules cannot be paused.
