Email Subscription Setup and Preferences
To set up an email subscription, click on the Subscribe button in the toolbar in the browser window:
Clicking on the button should bring up the following dialog box (dashboard owners may see a slightly different view - see note below):
Include: you can subscribe to “This View” which is the view identified by name in the toolbar (see screenshot above); or, you may subscribe to the “Entire Workbook”, which sends all visible tabs.
To maintain filter properties, use a saved custom view for email subscriptions.
Format: you can choose to receive the dashboard as an embedded image (with hyperlinks to the dashboard); a PDF attachment; or both
Subject: for the email message sent
Message: Text in the body of the email
Frequency: choose to send the dashboard on a pre-specified schedule, or trigger the email every time the data are refreshed.
If you are the owner of a dashboard, you can subscribe other users to the view by entering the names of people in the Subscribe Users box (not shown) that will appear in the pop-up window. Users must have permission to view the page in order to receive an email subscription.