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Schedule report email delivery

You can set up an email delivery schedule to send a copy of your Cloud Analytics report to yourself or other colleagues, to a channel in Microsoft Teams, or to Slack.

Be aware that:

  • Preset reports cannot be scheduled. You can clone the report and then schedule the copy.

  • The email delivery only supports chart-based reports. If you schedule or subscribe to an unsupported report type, for example, a Table or a Heatmap report, you still receive the email but the attached report will be a stack column chart.

Note

Required Permissions: Cloud Analytics

Create a scheduled email delivery

For reports owned by you, there are two ways to create a scheduled email delivery:

  • Via the page of the specific report

  • Via the main Reports screen

Note

Each report can only have a single email delivery schedule.

Schedule from the report page

When viewing or editing your own report, you can select the Schedule email delivery button (the clock icon) from the right-hand menu.

Choose Schedule delivery from the report page.

Schedule from the main screen

If you are on the main Reports screen:

  1. Locate the report of interest.

  2. Select the three vertical dots menu () at the rightmost end of the report entry.

  3. Select Schedule delivery.

Choose Schedule delivery from the main reports screen.

Configure the scheduled email delivery

Next, you need to configure the schedule:

  1. Add recipients for the report.

    If you include someone who doesn't have access to the report, you'll be asked to add access. You can choose to give the user the Viewer or Editor access.

    Note

    You can only add email addresses in your organization's domain, a Microsoft Teams subdomain (teams.ms), or a Slack subdomain (slack.com). Other domains are not supported.

  2. (Optional) Update the email's subject and the message to provide more context for the recipients.

  3. Set up the delivery frequency and time zone.

A screenshot showing the Schedule Report Email Delivery modal dialog

Cron expressions

You can use a cron expression to configure the delivery frequency of a Cloud Analytics Report. Cron is a time-based job scheduler. A cron expression is a string comprising of five or six fields separated by whitespace.

The table below defines the fields of a cron expression and the possible values of each field.

MinuteHourDayMonthDay of the week
059023131112 (Jan-Dec)

1= Jan, 2 = Feb, , 12 = Dec
06 (Sun-Sat)

0 = Sun, 1 = Mon, , 6 = Sat
Note

The DoiT Cloud Analytics does not allow schedule intervals of less than 24 hours.

To create a recurring schedule, use the following special characters in your cron expression.

CharacterMeaningExample
*anyIf the day of month field, day of the week field are each set to *, then the schedule starts every day.
-rangeIf the day of week field is set to 1-5 or Mon-Fri, then the schedule starts every week Monday to Friday.
,listIf the month field is set to 5,7,9 or May,Jul,Sep, then the schedule starts every May, July, and September.
/stepIf the month field is set to */3, then the schedule starts during the first month and every 3 months after that: January, April, July, and October.

For example, the cron expression 30 8 * * Mon-Fri defines a schedule that starts at 8:30 AM on every Monday, Tuesday, Wednesday, Thursday, and Friday.

Edit a scheduled email delivery

You can edit a scheduled email delivery from either the specific report page or the main Reports screen, using the same menu options for creating a scheduled email delivery.

Update or delete a Schedule.

Subscribe to other people's scheduled deliveries

You can use the same menu options for creating a scheduled email delivery to subscribe to or unsubscribe from a custom report not owned by you.

Receive the report

Once a scheduled report is delivered, the recipients will get a preview of the report in the email. They can also choose to open the report in the DoiT Console.

The person who scheduled the report is always included in the email distribution.