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    Embedding & Using Analytics: Report Builder

    The Scheduled Reports feature allows you to set a report to be sent out via email on a recurring schedule. This feature does require that the Report Builder and Report Builder: Email Option be turned on.

    Setup

    To enable the Scheduled Reports Option:

    1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
    2. Log in if prompted.
    3. Click on Settings > Curator > Portal Settings in the left navigation.
    4. Click on the "Features" tab at the top of the main page content.
    5. Click to switch on the "Report Builder: Scheduled Reports Option" setting under the "Action Button" section and click the "Save" button.

    To configure the default bcc, subject, and body:

    1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
    2. Log in if prompted.
    3. Click on Settings > Curator > Portal Settings in the left navigation.
    4. Click on the "Report Builder" tab at the top of the main page content.
    5. Scroll down and expand the "Report Builder E-Mail Settings" section.
    6. Fill out the "Email BCC Addresses", "Email subject", or "Email body" files as desired, under the "Report Builder Settings" section and click the "Save" button.

    To send a scheduled report with the built report:

    1. Navigate to the frontend of the system (e.g. https://www.site.com).
    2. Log in if prompted.
    3. Navigate to the desired dashboard by using the navigation menu.
    4. Generate the images you want to use for your report.
    5. Click on the presentation icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the dashboard.
    6. Click on the timer icon to "Schedule recurring report email".
    7. Click on the "New Scheduled report" button
    8. Fill out the Email Address(es) field with the desired recipients. You can enter multiple email addresses by using commas to separate them.
    9. If you have the correct permissions you can edit the subject and body.
    10. Select the Recurring Schedule time frame you want your report sent out.
    11. Click the send button when finished.


    Existing Scheduled Reports

    Backend overview

    1. Once Scheduled Reports are setup, navigate to the backend of the system (e.g. https://www.site.com/backend).
    2. Log in if prompted.
    3. Click on Tableau > Scheduled Reports in the left navigation.

    In this view, you can see all existing Scheduled Reports and status information like last sent and is active?. By using the checkboxes on the left site, you can select which Scheduled Reports you want to send out immediately. You can also create a new Scheduled Report by clicking on New Scheduled Report. By clicking on a specific Scheduled Report you enter Edit Mode. You can edit details of your Scheduled Report, change the schedule, change the status and trigger sending out the report. You can also delete the Scheduled Report.


    Frontend overview (available in release 2023.02.22)

    If you want to give user this overview of their existing Scheduled Reports, follow the steps below:

    1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
    2. Log in if prompted.
    3. Click on Settings > Curator > Portal Settings in the left navigation.
    4. Navigate to the Features tab > open the Toolbar Buttons (Curator Actions) section.
    5. Enable Report Builder: Manage my Scheduled Reports - Page

    As a frontend user:

    1. Navigate to your Curator (e.g. https://www.site.com).
    2. Open the user menu in the top right corner by clicking on your username.
    3. Click on My Scheduled Reports.

    In this view, you can see all your existing Scheduled Reports and information like schedule, timezone and is active?. By clicking on the pencil icon of a specific Scheduled Report you enter Edit Mode. You can edit details of your Scheduled Report, change the schedule, change the status and trigger sending out the report. By clicking on the bin icon, you delete the specific Scheduled Report.