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.
Use the Don’t send if view is empty checkbox to use subscriptions to notify you only when data appears on a table or visualization (this can be particularly useful when used in conjunction with a Relative Date Filter or custom view).
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.