Before you begin
This article explains how to send a look as a one-time deliverable. If you often need to send the same look on a regular basis, you can set up a schedule instead.
Plans: Professional and Enterprise
Audience: Users and creators in Analytics (learn more)
To send a look as an email:
- Open the look you want to send. To learn how, see View looks.
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Click the gear icon:
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In the drop-down menu, select Send:
- (Optional) To send your look using a different title, edit the text in the Title field.
- In the Where should this data go? section, select Email.
- In the Who should it be emailed to? section, enter the email addresses you want to send the look to. If you want to send the look to multiple addresses, separate them with commas.
- In the Format data as section, select the file type you want to send.
- (Optional) If your look contains filters, use the Filters section to select the ones you want to apply to the file. For example, you could filter the file so that it only contains data for a single site.
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In the Advanced options section, configure any of the following settings. These will vary based on the file type you selected in step 7.
Setting Description Applies to Limit Select whether you want to include only the results displayed in the CMMS, or all the results. All file types Include links Select this checkbox to include links back to the CMMS, such as to work orders and asset records. This allows the recipients to quickly navigate directly to the corresponding record in the CMMS. All file types Apply visualization options Select this option to apply the same visualization options (totals, row numbers, etc.) in the CSV as are applied in the look. All file types except Visualization Formatted data values Select this option to format data the same way it's formatted in your look. When this checkbox is cleared, the data is unformatted (no rounding, special characters, etc.) All file types except Visualization Table resolution Select the table width (normal or wide). Visualization - Click Send.