How to Create a Schedule
Follow these steps to create a schedule for sharing liveboard insights:
Video Tour:
Step 1: Verify Admin Access
Ensure you are an admin in your organization.
Check if the Settings tab is visible in Pro Mode to confirm your admin status.
Step 2: Navigate to the Desired Liveboard
Go to the liveboard you want to schedule.
Click on the burger menu (three vertical dots).
Select "Schedules" from the dropdown menu.
Step 3: Enter Basic Information
Enter a Name for the schedule to identify it easily.
Add a Description to provide context about the schedule.
Step 4: Select Recipients
Choose who will receive the scheduled report:
Group: Send to the whole organization.
Users: Select individual users.
External Email: Input an external email address.
Step 5: Set Frequency
Choose how often the schedule will run:
Hourly
Daily
Weekly
Monthly
Custom Minutes (specify interval)
Step 6: Configure Time Zone
Set the time zone to ensure accuracy. For Saudi Arabia, select Riyadh.
Step 7: Select Export Format
Choose the format for the exported file:
PDF (recommended for readability).
Step 8: Advanced Settings
PDF Options:
Content: Select the full liveboard or specific sections.
Tabs: Include specific tabs in the report.
Layout: Choose between portrait or landscape.
Gating Condition (Optional):
Set triggers for sending the report (e.g., send only if net sales exceed 40,000).
Step 9: Preview the Final Email
Review how the email will appear to recipients to ensure everything is set up correctly.
