Dashboard Scheduled Delivery

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:

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

1. 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).

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.

1. 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.

Example of Email with attachments