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Share a dashboard

Before you begin

Plans: Professional and Enterprise

Audience: Users and Creators

Sharing a dashboard allows you to use a snapshot of it outside the CMMS, such as emailing it to a colleague or including it in a presentation.

When sharing a dashboard, you can either send it a single time, or set up a schedule to share it regularly. You can also share it in a number of formats, to the following destinations:

To learn how to share a dashboard to these destinations, see the corresponding sections below.

Send via email

To share a dashboard via email:

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

  2. In the actions menu, select Schedule delivery:

    dash_sched_deliv_menu.png

    Tip

    Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.

  3. If you've already created a schedule, click New:

    new_sched.png

    If you haven't created any schedules yet, skip to the next step.

  4. (Optional) To change the schedule name from the default one provided, enter a new name:

    change_sched_name_db.png
  5. In the Recurrence field, select how often you want to share the dashboard:

    Option

    Description

    Send now

    Sends the dashboard only once, without creating a recurring schedule.

    Monthly

    Sends the dashboard on a certain day each month.

    When you select this option, you must also select the day of the month and the time to send it.

    Weekly

    Sends the dashboard on a certain day each week.

    When you select this option, you must also select the day of the week and the time of day to send it.

    Daily

    Sends the dashboard at a certain time each day.

    When you select this option, you must also select the time of day to send it.

    Hourly

    Sends the dashboard after a certain number of hours each day.

    When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.

    Minutes

    Sends the dashboard after a certain number of minutes each hour.

    When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.

    Specific months

    Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.

    When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.

    Specific days

    Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.

    When you select this option, you must also select which days of the week and at what time to send it.

  6. In the Destination drop-down list, select Email.

  7. In the Email addresses field, enter the addresses you want to send the dashboard to, separated by commas.

  8. In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.

  9. (Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:

    db_sched_filt.png
  10. In the Advanced options tab, configure any additional settings for the format you selected above:

    Setting

    Description

    Applies to

    Custom message

    The message that will be included in the body of the email.

    All

    Include links

    Select this checkbox to include links back to the CMMS when you send the dashboard.

    All

    Expand tables to show all rows

    If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.

    PDF

    Arrange dashboard tiles in a single column

    Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.

    PDF

    PNG

    Paper size

    Select the paper size (letter, legal, etc.) you want to use.

    PDF

    Delivery timezone

    Select the timezone you want to use for sending the dashboard.

    All

    Results

    Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.

    CSV

    Values

    Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.

    CSV

  11. Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.

 

Send via webhook

To share a dashboard via webhook:

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

  2. In the actions menu, select Schedule delivery:

    dash_sched_deliv_menu.png

    Tip

    Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.

  3. If you've already created a schedule, click New:

    new_sched.png

    If you haven't created any schedules yet, skip to the next step.

  4. (Optional) To change the schedule name from the default one provided, enter a new name:

    change_sched_name_db.png
  5. In the Recurrence field, select how often you want to share the dashboard:

    Option

    Description

    Send now

    Sends the dashboard only once, without creating a recurring schedule.

    Monthly

    Sends the dashboard on a certain day each month.

    When you select this option, you must also select the day of the month and the time to send it.

    Weekly

    Sends the dashboard on a certain day each week.

    When you select this option, you must also select the day of the week and the time of day to send it.

    Daily

    Sends the dashboard at a certain time each day.

    When you select this option, you must also select the time of day to send it.

    Hourly

    Sends the dashboard after a certain number of hours each day.

    When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.

    Minutes

    Sends the dashboard after a certain number of minutes each hour.

    When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.

    Specific months

    Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.

    When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.

    Specific days

    Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.

    When you select this option, you must also select which days of the week and at what time to send it.

  6. In the Destination drop-down list, select Webhook.

  7. In the Webhook URL field, enter the webhook address.

  8. In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.

  9. (Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:

    db_sched_filt.png
  10. In the Advanced options tab, configure any additional settings for the format you selected above:

    Setting

    Description

    Applies to

    Expand tables to show all rows

    If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.

    PDF

    Arrange dashboard tiles in a single column

    Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.

    PDF

    PNG

    Paper size

    Select the paper size (letter, legal, etc.) you want to use.

    PDF

    Delivery timezone

    Select the timezone you want to send the dashboard using.

    All

    Results

    Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.

    CSV

    Values

    Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.

    CSV

  11. Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.

 

Send via Amazon S3

To share a dashboard via Amazon S3:

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

  2. In the actions menu, select Schedule delivery:

    dash_sched_deliv_menu.png

    Tip

    Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.

  3. If you've already created a schedule, click New:

    new_sched.png

    If you haven't created any schedules yet, skip to the next step.

  4. (Optional) To change the schedule name from the default one provided, enter a new name:

    change_sched_name_db.png
  5. In the Recurrence field, select how often you want to share the dashboard:

    Option

    Description

    Send now

    Sends the dashboard only once, without creating a recurring schedule.

    Monthly

    Sends the dashboard on a certain day each month.

    When you select this option, you must also select the day of the month and the time to send it.

    Weekly

    Sends the dashboard on a certain day each week.

    When you select this option, you must also select the day of the week and the time of day to send it.

    Daily

    Sends the dashboard at a certain time each day.

    When you select this option, you must also select the time of day to send it.

    Hourly

    Sends the dashboard after a certain number of hours each day.

    When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.

    Minutes

    Sends the dashboard after a certain number of minutes each hour.

    When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.

    Specific months

    Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.

    When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.

    Specific days

    Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.

    When you select this option, you must also select which days of the week and at what time to send it.

  6. In the Destination drop-down list, select Amazon S3.

  7. In the fields provided, enter your Amazon S3 credentials.

  8. In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.

  9. (Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:

    db_sched_filt.png
  10. In the Advanced options tab, configure any additional settings for the format you selected above:

    Setting

    Description

    Applies to

    Expand tables to show all rows

    If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.

    PDF

    Arrange dashboard tiles in a single column

    Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.

    PDF

    PNG

    Paper size

    Select the paper size (letter, legal, etc.) you want to use.

    PDF

    Delivery timezone

    Select the timezone you want to send the dashboard using.

    All

    Results

    Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.

    CSV

    Values

    Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.

    CSV

  11. Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.

 

Send via SFTP

To share a dashboard via SFTP:

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

  2. In the actions menu, select Schedule delivery:

    dash_sched_deliv_menu.png

    Tip

    Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.

  3. If you've already created a schedule, click New:

    new_sched.png

    If you haven't created any schedules yet, skip to the next step.

  4. (Optional) To change the schedule name from the default one provided, enter a new name:

    change_sched_name_db.png
  5. In the Recurrence field, select how often you want to share the dashboard:

    Option

    Description

    Send now

    Sends the dashboard only once, without creating a recurring schedule.

    Monthly

    Sends the dashboard on a certain day each month.

    When you select this option, you must also select the day of the month and the time to send it.

    Weekly

    Sends the dashboard on a certain day each week.

    When you select this option, you must also select the day of the week and the time of day to send it.

    Daily

    Sends the dashboard at a certain time each day.

    When you select this option, you must also select the time of day to send it.

    Hourly

    Sends the dashboard after a certain number of hours each day.

    When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.

    Minutes

    Sends the dashboard after a certain number of minutes each hour.

    When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.

    Specific months

    Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.

    When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.

    Specific days

    Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.

    When you select this option, you must also select which days of the week and at what time to send it.

  6. In the Destination drop-down list, select SFTP.

  7. In the fields provided, enter your SFTP credentials.

  8. In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.

  9. (Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:

    db_sched_filt.png
  10. In the Advanced options tab, configure any additional settings for the format you selected above:

    Setting

    Description

    Applies to

    Expand tables to show all rows

    If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.

    PDF

    Arrange dashboard tiles in a single column

    Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.

    PDF

    PNG

    Paper size

    Select the paper size (letter, legal, etc.) you want to use.

    PDF

    Delivery timezone

    Select the timezone you want to send the dashboard using.

    All

    Results

    Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.

    CSV

    Values

    Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.

    CSV

  11. Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.

 
 
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