<aside> 💡 This document provides an overview of Scheduled Dashboard delivery, including set-up filtering, and finding scheduled content.

</aside>

Section overview:

🚚 How to Create a Scheduled Dashboard delivery

• Click on the “Scheduled Delivery” button in the top right corner of the dashboard, then click on Add Scheduled Delivery.

  

If you are viewing a dashboard that has been pinned to your Home Page, you will need to click the “Edit” button first in order to access the “Scheduled Delivery” button. Then click on Add Scheduled Delivery.

• Once a scheduled delivery has been added to the dashboard, you can configure the following:
  1. When the dashboard should be delivered
  2. How the Scheduled Dashboard will be delivered.
  3. Who will receive the dashboard
  4. Apply any filters
  5. Select the delivery format
  6. Enter a Title (required) and message body

When the dashboard should be delivered

Select the cadence at which the dashboard should be delivered. You can choose from Day, Week, Month, or Quarter, and the day and time options are dependent upon which selection you make.

How the dashboard should be delivered

Choose either Email or Slack as your delivery method.