Scheduling Measure Dashboards

In Measure, you can easily share your Dashboards externally or export your Dashboards as a CSV file . Using the Schedule tool, you can also schedule automated Dashboard links or CSV exports to be sent to any user via email.

In this article, find out how to set up scheduled exports, what information can be sent, and how to customize the data.

What Information can be Scheduled?

Using Scheduled Emails, you can schedule any existing Dashboard which was created by you (rather than a Dashboard which was shared with you by another user).

When you schedule a Dashboard, the information in your Dashboard will be sent to recipients of your choice. The recipient will then receive either a public link to the data or a CSV export.

While creating a new Scheduled Email, you can customize the following:

  • The format – Choose for the recipient(s) to receive either a public link to the Dashboard data or a CSV export of the data.
  • The date range - Choose how much data to include in your email.
  • The frequency – Choose how often the recipient(s) will receive an email.
  • Optional: A note for the recipient(s) to see in the body of the email.
  • Optional: Choose one key metric widget from your Dashboard to be embedded in the email.

Find out more about the different date range and frequency options available in the setup guide below.

Note:

If you edit a Dashboard in Falcon (for example, to re-arrange the widgets, change the metrics, or add Channels), all changes to the Dashboard will be reflected in future Scheduled Emails.

Who Can Receive Scheduled Dashboard Emails?

You can set up Scheduled Dashboard Emails to be sent to anyone, whether they’re an external user or included in your Falcon organization. When you're setting up new Scheduled Dashboard Emails, you will have the option of including the following:

  • Falcon users in your organization (by searching the name of the user)
  • Entire teams in your Falcon organization (by searching the name of the team)
  • Any external recipients (by entering the email address)

Setting Up Scheduled Dashboard Emails

To get started creating a Scheduled Dashboard Email, follow the steps below:

  1. Open any Measure Dashboard which was created by you (rather than a Dashboard which was shared with you by another user).
  2. From the top right, click Schedule.
  3. From the dropdown menu, click Create New.mceclip1.png
  4. Under Choose recipients, either search for existing Falcon users and teams, or manually enter any external email address. If searching by name, use the icons on the right to differentiate between users and teams.mceclip2.png
  5. Under Manage contents, choose between a public link or a CSV export. To the right, select how far back you would like the data to go. More information on date range options can be found below.mceclip3.png
  6. Optional: Click the pencil icon to edit notes or add an embedded key metric widget from your Dashboard.mceclip4.png
  7. Under Define frequency, use the dropdown to select how often emails will be sent. More information on the available frequency options can be found below.
  8. Optional: Under Define frequency, click the pencil icon to edit the specific day of the week, time, and total duration the recipients will receive emails.mceclip5.png
  9. From the bottom right, click Schedule.mceclip6.png

Date range options

When you’re selecting a date range for your Scheduled Email, you can use a dropdown to choose from the options listed below.

Last week
The previous calendar week from Monday to Sunday.
Previous 7 days
The last seven days of complete data, not including the day the email will arrive.
Last month
The last complete month from the 1st to the last day. For example, sent in the middle of June, all of May will be selected.
Previous 30 days
The previous 30 days of complete data, not including the day the email will arrive.
This month
All available data from the 1st of the current month, not including the day the email will arrive.
Previous 90 days
The last 90 days of complete data, not including the day the email will arrive.
Previous 365 days
The last 365 days of complete data, not including the day the email will arrive.

Frequency options

When you’re customizing the email frequency, you can choose for emails to arrive weekly, every 2 weeks, monthly, or every 3 months.

If you select weekly or every 2 weeks, you must also select the day of the week you would like emails to arrive along with the time. If you select monthly or every 3 months, you must also select which day of the month (e.g., 1st, 2nd, or 3rd) along with the time.

By default, the Scheduled Emails will continue for one year. However, under Define frequency, you can adjust the duration to a minimum of one month and a maximum of two years.

Please bear in mind that, when scheduling Dashboards, the time zone will default to your current time zone and can’t be adjusted.

Note:

Scheduled Emails will begin on the next matching day as defined by your email frequency, excluding the day it was created. For example, if you create a Scheduled Email on a Monday which is intended to be sent every Monday, the first email will be sent next Monday.

Editing and Deleting Existing Scheduled Dashboard Emails

If Scheduled Dashboard emails have already been created for an existing Dashboard, you can make adjustments by following the steps below:

  1. Open any Measure Dashboard which was created by you (rather than a Dashboard which was shared with you by another user).
  2. From the top right, click Schedule.
  3. From the dropdown menu, click Manage existing.mceclip7.png
  4. From the list of existing Scheduled Dashboard Emails, click the context menu (three dots) on the right-hand side of the email you would like to adjust.
  5. Select either Edit or Delete.mceclip8.png

Related Articles

Was this article helpful?
2 out of 2 found this helpful