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Subscribe to a dashboard

To stay updated on your custom and preset dashboards, subscribe to them. You'll receive an email or a Slack message with a snapshot of the dashboard and a direct link back to the console.

Create a subscription​

To create a dashboard subscription:

  1. In the DoiT console, select Dashboards from the top navigation mega menu.

  2. Select the dashboard you want to schedule automated delivery for.

  3. Select Subscribe in the upper-right corner of the dashboard.

    You'll see a list of current subscriptions and an option to create a new one.

  4. Select Create new subscription and configure it.

    Dashboard subscription dialog

    • Email addresses: Email addresses of the intended recipients. The email addresses must belong to your organization's approved domains (see General settings) and must have been invited to the organization (see Create a new user).

    • Slack channels: If you have created a shared Slack channel with DoiT or installed the DoiT app for Slack in your workspace, you can choose one or more Slack channels to receive the dashboard snapshot.

    • Time zone, Start date, Time: The start date of the subscription and the time (hour:minute, timezone) of delivery.

    • Delivery frequency: The frequency of delivery: Daily, Weekly, Monthly, Annually, or Custom.

  5. Save the configuration.

Edit a subscription​

To edit a dashboard subscription:

  1. In the DoiT console, open the dashboard of interest, and then select Subscribe.

  2. Locate the target subscription from the list.

    Dashboard subscription list

  3. Select the pencil icon for editing, update the configuration, and save your changes.

Send a test delivery​

To verify that a subscription produces the expected content without waiting for the scheduled run, send a test delivery:

  1. In the DoiT console, open the dashboard of interest, and then select Subscribe.

  2. Locate the target subscription from the list.

  3. Select the Send test now icon (

    ) next to the subscription name, or open the subscription for editing and select Send test now.

  4. Choose who receives the test:

    • By default, the test is sent only to your email address.

    • If you're the subscription owner, you can select Everyone subscribed to send the test to all email recipients and Slack channels on the subscription.

  5. Select Send test. The test delivery arrives within a few minutes.

You can send up to three test deliveries per hour.

Delete a subscription​

You can delete a subscription only if you created it or you have the Cloud Analytics Admin permission. Deleting a subscription removes it for all email recipients and Slack channels in your organization.

To delete a dashboard subscription:

  1. In the DoiT console, open the dashboard of interest, and then select Subscribe.

  2. Locate the target subscription from the list and select the pencil icon for editing.

  3. In the Dashboard subscription dialog, select Delete subscription.

Subscribe and unsubscribe for email notifications​

Users in your organization who have access to a dashboard can subscribe or unsubscribe themselves for email notifications anytime.

To subscribe for email notifications of a dashboard:

  1. In the DoiT console, open the dashboard of interest, and then select Subscribe.

  2. Locate the target subscription from the list and select Subscribe.

    If successful, the Subscribe button becomes Subscribed.

To unsubscribe, follow the same process above. The only difference is that you select the Subscribed button for unsubscribing.

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