Dashboards and KPIs · Track 5 · Tutorial 1 of 2

Schedule dashboards by email

A schedule puts the dashboard in people’s inboxes without anyone remembering to send it. Each time it runs, it builds the PDF for the month you chose and emails it.

You will needAn Administrator or Dashboard Admin of Your Group.

By the endThe Profitability dashboard emailed to the management team at 8:00 on the 5th of each month, for the previous reporting month.

1Create the schedule

Open Dashboards → Schedule, and click Add schedule.
In Description, type Monthly profitability.
Under Dashboard, choose Built-in Dashboard, then profitability. For one of your own, choose Custom Dashboard and its name.
In Reporting period, choose Previous reporting month.

The built-in dashboards are listed by their short names: main, profitability, asset and debts. With no schedules yet, the page also offers Monthly Report and Weekly Digest to start from.

2Set when it sends

Daily	Every day at the Time.
Weekly	On the Day of the week, at the time.
Monthly	On the Day of Month, at the time. A day a month doesn’t have, such as the 31st, is skipped that month — use Month End instead.
Month End	On the last day, or the 2nd to 5th last day, at the time.

Choose Monthly, the 5th, and 08:00.
Read the line under the settings, such as Delivers on the 5th of each month at 08:00, to confirm when it sends.

New Schedule: Monthly profitability, Built-in Dashboard profitability, Previous reporting month, Monthly on the 5th at 08:00, two recipients, and Create Schedule — The dashboard (1), the reporting period (2), the frequency (3), the Delivers line (4), recipients (5), and Create Schedule (6).

3Add the recipients

Under Recipients, type each email address and press Enter, Tab or a comma.
Click Create Schedule.

Each recipient gets an email headed Your … is ready, with the dashboard attached as a PDF for the month. They don’t need a BrizoConsol account.

Dashboard Schedules with Monthly profitability for the profitability dashboard, Monthly, on the 5th of each month at 08:00, Previous reporting month — The schedule (1), its frequency (2), when and which month it sends (3), and Add schedule (4).

Check

The schedule is listed with its frequency and Previous reporting month, the dashboard under Target, and you under Created by.

4Change or stop it

Edit	Change the dashboard, timing or recipients, then Update Schedule.
Delete	Stops the schedule. The dashboard itself is not affected.
Search	Find a schedule by description, dashboard or user.

5If something goes wrong

What you see	What to do
Enter a valid email address.	Check the address you typed in Recipients.
Contains invalid email	Correct or remove the address shown.
There is no Schedule under Dashboards	Scheduling needs Administrator or Dashboard Admin access.

Want more detail? See the documentation

Scheduling Dashboards, Reports & Insight Packages

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