This article answers questions regarding automated (email) reports and exports.
FYI:Historical Dashboard Data cannot be exported at this time. Cyfe does not retain user exports.
In This Article:
Can I Automatically Email Dashboard Reports?
Yes! Simply use the Export Dashboard feature (the "arrow" icon at the top of your screen) to do so.
Can I Automatically Email The Same Dashboard to Multiple People?
Yes! Simply add them one-by-one (rather than comma-separated). This gives you more customization around the frequency, format, and subject.
Can I Customize the Sender's Email Address (instead of cyfe.com) and The Body of the Email?
In our White Label plan, yes. Click here to learn more.
Can I Modify the Automatically-Emailed Dashboard Report Timeframe?
Not at this moment, but it is on our roadmap. This (the ability to consider the date parameters beyond the default 'Last 30 Days') is only possible in the "Download Now' part of the Export Dashboard feature.
If you Schedule Email, it will be the last 30 days, but the ability to change this is on our roadmap.
The other way to accomplish this is to set up an automated/scheduled regular email in Outlook or Google Mail, and in that email, include a link to the dashboard's Public URL. See below for customization reference on Public URLs. The other nice things about this method is you can specify the send time down to the exact moment, and the dashboard is a real-time "live" view of your dashboard!