> For the complete documentation index, see [llms.txt](https://docs.zenlytic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zenlytic.com/legacy/dashboard/dashboard-scheduled-delivery.md).

# Dashboard Scheduled Delivery

Schedule legacy dashboards for recurring delivery to users by email or other supported channels.

Scheduling dashboards gives users the ability to run a dashboard at a predetermined time or times and send the results to a selected audience. The scheduler can send a PDF version of the dashboard, CSV data download and a link to view the dashboard within the Zenlytic UI. The scheduler can also include a standard or customized AI summary of the results.

## To schedule a dashboard:

1. Open the “Scheduled Reports” model at the top right of the dashboard:

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-b62ad3973a80cc65fd48eb979321af59a7bad942%2FDashboard-Scheduler-1.png?alt=media" alt=""><figcaption></figcaption></figure>

2. When the model opens, click on “Create New Schedule Report”

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-8f32417c84aec03951aa4e468a77b49cbcee9edc%2FDashboard-Scheduler-2.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Once the schedule model opens, include the desired parameters:

* Enter a Schedule Name.
* Toggle on **Include PDF** to include a pdf version in the email.
* Toggle on **Include CSV** to include a csv data download in the email.
* Toggle on **Include AI Summary** to include an AI generated summary of the results (for customization, see **Advanced** section below.
* Toggle on **Include Link** to include a link to the dashboard. Note only include this if the user has an account on your Zenlytic workspace.
* Set the **Recurrence**. This can be Daily, Weekly or Monthly, on specific days and times. Use the **Cron** option for using Cron job syntax.
* Add destinations, this can be via email or Slack (if configured).

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-022cb199cc68ed1c7d935d6812dc51f9f07b682f%2FDashboard-Scheduler-3.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note** Make sure the dashboard is **shared** with the intended recipients if including a link to the dashboard in the email.
{% endhint %}

**Advanced** option - use this to customize the AI summary output. For example, you can tell Zoë to focus on specific metrics or sections of the dashboard.

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-d346eba09d4e44d1f1411d426267e101b8a5bda2%2FDashboard-Scheduler-4.png?alt=media" alt=""><figcaption></figcaption></figure>

4. Once the schedule has been created, it will appear on the list of scheduled reports. You can click on the **Send a Copy Now** button to the right of the schedule name to send right away.

   To run a test of the scheduler you can send to yourself and click **Send a Copy Now** before\
   including others in the recipient list.

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-9abcbaafb4e3001716eb66e517c5aed0a815400b%2FDashboard-Scheduler-5.png?alt=media" alt=""><figcaption></figcaption></figure>

Example of Email with attachments

<figure><img src="https://1577702444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT9EV2yuH6oO9jfgfgYUW%2Fuploads%2Fgit-blob-aa4987190d6d62f89233f403657d11c25ff0a87f%2FDashboard-Scheduler-7.png?alt=media" alt=""><figcaption></figcaption></figure>


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