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Send a look

Before you begin

Plans: Professional and Enterprise

Audience: Users and Creators

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

Send as an email

To send a look as an email:

  1. Open the look you want to send. To learn how, see View dashboards.

  2. Click the gear icon:

    gear_icon.png
  3. In the drop-down menu, select Send:

    send_look_meniu.png
  4. (Optional) To send your look using a different title, edit the text in the Title field.

  5. In the Where should this data go? section, select Email.

  6. 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.

  7. In the Format data as section, select the file type you want to send.

  8. (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.

  9. 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

  10. Click Send.

 

Send via webhook

To send a look via webhook:

  1. Open the look you want to send. To learn how, see View looks.

  2. Click the gear icon:

    gear_icon.png
  3. In the drop-down menu, select Send:

    send_look_meniu.png
  4. (Optional) To send your look using a different title, edit the text in the Title field.

  5. In the Where should this data go? section, select Webhook.

  6. In the Webhook URL field, enter the URL for the webhook.

  7. In the Format data as section, select the file type you want to send.

  8. (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.

  9. 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

  10. Click Send.

 

Send to Amazon S3

To send a look via Amazon S3:

  1. Open the look you want to send. To learn how, see View dashboards.

  2. Click the gear icon:

    gear_icon.png
  3. In the drop-down menu, select Send:

    send_look_meniu.png
  4. (Optional) To send your look using a different title, edit the text in the Title field.

  5. In the Where should this data go? field, select Amazon S3.

  6. In the S3 details section, enter your S3 credentials.

  7. In the Format data as section, select the file type you want to send.

  8. (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.

  9. 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

  10. Click Send.

 

Send via SFTP

To send a look via SFTP:

  1. Open the look you want to send. To learn how, see View dashboards.

  2. Click the gear icon:

    gear_icon.png
  3. In the drop-down menu, select Send:

    send_look_meniu.png
  4. (Optional) To send your look using a different title, edit the text in the Title field.

  5. In the Where should this data go? field, select SFTP.

  6. In the SFTP details section, enter your SFTP address and credentials.

  7. In the Format data as section, select the file type you want to send.

  8. (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.

  9. 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

  10. Click Send.

 
 
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