If you want to share a look, but don't need to set up a regular schedule for sharing it, you can send it as a one-time deliverable.
You can send looks the following ways:
The sections below describe how to send your looks using each of those methods. If you want to send your look on a regular schedule instead, see Schedule sending a look
To send a look as an email:
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Open the look you want to send. To learn how, see View dashboards.
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Click the gear icon:
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In the drop-down menu, select Send:
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(Optional) To send your look using a different title, edit the text in the Title field.
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In the Where should this data go? section, select Email.
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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.
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In the Format data as section, select the file type you want to send.
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(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
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Click Send.
To send a look via webhook:
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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:
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(Optional) To send your look using a different title, edit the text in the Title field.
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In the Where should this data go? section, select Webhook.
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In the Webhook URL field, enter the URL for the webhook.
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In the Format data as section, select the file type you want to send.
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(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
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 JSON - Detailed, Inline
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 JSON - Detailed, Inline
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Click Send.
To send a look via Amazon S3:
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Open the look you want to send. To learn how, see View dashboards.
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Click the gear icon:
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In the drop-down menu, select Send:
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(Optional) To send your look using a different title, edit the text in the Title field.
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In the Where should this data go? field, select Amazon S3.
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In the S3 details section, enter your S3 credentials.
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In the Format data as section, select the file type you want to send.
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(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.
-
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
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 JSON - Detailed, Inline
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 JSON - Detailed, Inline
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Click Send.
To send a look via SFTP:
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Open the look you want to send. To learn how, see View dashboards.
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Click the gear icon:
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In the drop-down menu, select Send:
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(Optional) To send your look using a different title, edit the text in the Title field.
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In the Where should this data go? field, select SFTP.
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In the SFTP details section, enter your SFTP address and credentials.
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In the Format data as section, select the file type you want to send.
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(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.
-
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
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 JSON - Detailed, Inline
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 JSON - Detailed, Inline
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Click Send.