How to email a report from a dashboard

It's possible to directly email a report from any dashboard within the platform! 

To do this, head to the desired dashboard, click the export button at the top right, and select "Send via Email".

Select which date range you want the email to cover, and click Next.

You'll be prompted to enter your recipients' email addresses, the email's subject, and the message to be sent with the report. Once you're done, click "Send" and the dashboard will be emailed as a report.

Note that if you don't have access to this export feature, it may be disabled in your user account permissions. If that's the case, contact your account's admin.

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